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 | $23,247 | $100,852-76.9% | $90,404-74.3% | $158,922-85.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 19.81% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,329 | $3,689-64.0% | $3,262-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $3,276 | $4,348-24.7% | $3,963-17.4% | $5,982-45.2% |
| Admin fee / account holder | $133 | $6,501-98.0% | $5,611-97.6% | $11,246-98.8% |