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 | $33,206 | $157,256-78.9% | $141,162-76.5% | $152,861-78.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 27.63% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,723 | $5,261-67.2% | $4,735-63.6% | $4,762-63.8% |
| Participant deferral / active EE | $3,339 | $7,109-53.0% | $6,709-50.2% | $5,850-42.9% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |