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 8-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 | $29,805 | $100,852-70.4% | $90,404-67.0% | $158,922-81.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 12.48% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,973 | $3,689-19.4% | $3,262-8.8% | $4,761-37.5% |
| Participant deferral / active EE | $2,191 | $4,348-49.6% | $3,963-44.7% | $5,982-63.4% |
| Admin fee / account holder | $107 | $6,501-98.3% | $5,611-98.1% | $11,246-99.0% |