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 | $15,855 | $60,124-73.6% | $90,404-82.5% | $79,858-80.1% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 22.83% | 71.94%-49.1pp | 1293.02%-1270.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,112 | $2,068-46.2% | $3,262-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $2,734 | $2,938-7.0% | $3,963-31.0% | $3,740-26.9% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |