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 | $42,650 | $100,852-57.7% | $90,404-52.8% | $158,922-73.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 22.38% | 1724.20%-1701.8pp | 1293.02%-1270.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $159 | $3,689-95.7% | $3,262-95.1% | $4,761-96.7% |
| Participant deferral / active EE | $2,754 | $4,348-36.7% | $3,963-30.5% | $5,982-54.0% |
| Admin fee / account holder | $286 | $6,501-95.6% | $5,611-94.9% | $11,246-97.5% |