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 | $32,713 | $48,230-32.2% | $67,502-51.5% | $80,856-59.5% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.6%+27.4pp |
| Annual return | 23.79% | 18.28%+5.5pp | 3512.12%-3488.3pp | 35.59%-11.8pp |
| Employer contribution / active EE | $1,200 | $2,020-40.6% | $2,731-56.1% | $2,755-56.4% |
| Participant deferral / active EE | $1,966 | $2,924-32.8% | $4,000-50.9% | $4,296-54.2% |
| Admin fee / account holder | $2 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |