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 | $26,882 | $65,409-58.9% | $98,442-72.7% | $85,850-68.7% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.3%+4.2pp |
| Annual return | 32.82% | 21.76%+11.1pp | 1492.73%-1459.9pp | 318.53%-285.7pp |
| Employer contribution / active EE | $1,317 | $2,168-39.2% | $2,960-55.5% | $2,565-48.6% |
| Participant deferral / active EE | $1,681 | $3,166-46.9% | $4,276-60.7% | $3,952-57.4% |
| Admin fee / account holder | $132 | $4,593-97.1% | $5,949-97.8% | $6,260-97.9% |