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 | $46,117 | $39,122+17.9% | $57,179-19.3% | $62,891-26.7% |
| Participation rate | 83.7% | 70.5%+13.2pp | 75.3%+8.3pp | 69.3%+14.4pp |
| Annual return | 129.98% | 9.23%+120.7pp | 14.59%+115.4pp | 20.14%+109.8pp |
| Employer contribution / active EE | $1,305 | $1,874-30.4% | $2,682-51.3% | $2,281-42.8% |
| Participant deferral / active EE | $1,473 | $2,374-37.9% | $3,096-52.4% | $3,203-54.0% |
| Admin fee / account holder | $261 | $2,592-89.9% | $3,139-91.7% | $4,296-93.9% |