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 | $21,339 | $100,852-78.8% | $90,404-76.4% | $158,922-86.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 5.82% | 1724.20%-1718.4pp | 1293.02%-1287.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $337 | $3,689-90.9% | $3,262-89.7% | $4,761-92.9% |
| Participant deferral / active EE | $3,567 | $4,348-18.0% | $3,963-10.0% | $5,982-40.4% |
| Admin fee / account holder | $89 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |