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 | $31,254 | $53,822-41.9% | $75,696-58.7% | $85,850-63.6% |
| Participation rate | 72.0% | 69.1%+2.9pp | 74.8%-2.8pp | 69.3%+2.7pp |
| Annual return | 22.70% | 24.54%-1.8pp | 104.53%-81.8pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,440 | $2,017-28.6% | $2,743-47.5% | $2,565-43.9% |
| Participant deferral / active EE | $1,789 | $2,895-38.2% | $3,821-53.2% | $3,952-54.7% |
| Admin fee / account holder | $204 | $3,343-93.9% | $3,619-94.4% | $6,260-96.7% |