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 7-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 | $42,041 | $96,305-56.3% | $80,569-47.8% | $139,434-69.8% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 15.77% | 1350.08%-1334.3pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,834 | $3,262-43.8% | $2,723-32.7% | $4,751-61.4% |
| Participant deferral / active EE | $5,437 | $5,232+3.9% | $4,447+22.3% | $6,710-19.0% |
| Admin fee / account holder | $143 | $6,599-97.8% | $5,377-97.3% | $11,403-98.7% |