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 | $17,857 | $60,124-70.3% | $90,404-80.2% | $79,858-77.6% |
| Participation rate | 82.8% | 65.0%+17.8pp | 72.7%+10.1pp | 69.6%+13.1pp |
| Annual return | 37.78% | 71.94%-34.2pp | 1293.02%-1255.2pp | 31.71%+6.1pp |
| Employer contribution / active EE | $2,442 | $2,068+18.1% | $3,262-25.1% | $2,471-1.2% |
| Participant deferral / active EE | $7,120 | $2,938+142.3% | $3,963+79.6% | $3,740+90.4% |
| Admin fee / account holder | $231 | $3,976-94.2% | $5,611-95.9% | $5,306-95.6% |