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 | $34,762 | $109,817-68.3% | $98,442-64.7% | $167,490-79.2% |
| Participation rate | 88.2% | 75.8%+12.4pp | 73.3%+14.9pp | 82.1%+6.1pp |
| Annual return | 15.78% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,055 | $3,224-36.3% | $2,960-30.6% | $4,837-57.5% |
| Participant deferral / active EE | $3,080 | $4,673-34.1% | $4,276-28.0% | $6,341-51.4% |
| Admin fee / account holder | $175 | $6,753-97.4% | $5,949-97.1% | $12,309-98.6% |