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 7-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 | $20,505 | $69,207-70.4% | $64,056-68.0% | $139,434-85.3% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 20.27% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,930 | $3,182-39.3% | $2,747-29.7% | $4,751-59.4% |
| Participant deferral / active EE | $2,249 | $4,682-52.0% | $3,880-42.0% | $6,710-66.5% |
| Admin fee / account holder | $33 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |