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 | $41,292 | $109,817-62.4% | $98,442-58.1% | $167,490-75.3% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 9.44% | 1956.69%-1947.2pp | 1492.73%-1483.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,422 | $3,224-55.9% | $2,960-52.0% | $4,837-70.6% |
| Participant deferral / active EE | $1,901 | $4,673-59.3% | $4,276-55.6% | $6,341-70.0% |
| Admin fee / account holder | $118 | $6,753-98.3% | $5,949-98.0% | $12,309-99.0% |