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 | $27,042 | $48,570-44.3% | $130,648-79.3% | $72,985-62.9% |
| Participation rate | 78.1% | 58.6%+19.6pp | 71.7%+6.4pp | 69.5%+8.6pp |
| Annual return | 45.31% | 38.63%+6.7pp | 1708.96%-1663.7pp | 81.00%-35.7pp |
| Employer contribution / active EE | $2,140 | $1,334+60.4% | $4,092-47.7% | $2,440-12.3% |
| Participant deferral / active EE | $1,955 | $2,384-18.0% | $3,603-45.7% | $3,607-45.8% |
| Admin fee / account holder | $29 | $3,549-99.2% | $5,464-99.5% | $5,124-99.4% |