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 | $40,915 | $100,852-59.4% | $90,404-54.7% | $158,922-74.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 24.02% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,454 | $3,689-60.6% | $3,262-55.4% | $4,761-69.5% |
| Participant deferral / active EE | $5,196 | $4,348+19.5% | $3,963+31.1% | $5,982-13.1% |
| Admin fee / account holder | $35 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |