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 | $41,839 | $74,888-44.1% | $71,209-41.2% | $142,382-70.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 16.10% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,481 | $2,854-48.1% | $2,721-45.6% | $4,299-65.6% |
| Participant deferral / active EE | $1,504 | $4,454-66.2% | $4,175-64.0% | $6,507-76.9% |
| Admin fee / account holder | $209 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |