See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,013 | $152,587-67.9% | $125,175-60.8% | $152,861-67.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 15.72% | 54.84%-39.1pp | 43.79%-28.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,869 | $4,946-62.2% | $3,865-51.7% | $4,762-60.8% |
| Participant deferral / active EE | $7,435 | $5,868+26.7% | $4,937+50.6% | $5,850+27.1% |
| Admin fee / account holder | $173 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |