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 | $24,647 | $92,703-73.4% | $82,719-70.2% | $134,475-81.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 13.30% | 944.92%-931.6pp | 701.18%-687.9pp | 417.96%-404.7pp |
| Employer contribution / active EE | $1,114 | $3,274-66.0% | $3,009-63.0% | $4,740-76.5% |
| Participant deferral / active EE | $7,101 | $4,802+47.9% | $4,395+61.6% | $6,400+11.0% |
| Admin fee / account holder | $281 | $5,983-95.3% | $5,329-94.7% | $11,426-97.5% |