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 | $42,443 | $76,738-44.7% | $56,411-24.8% | $145,922-70.9% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 13.08% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $606 | $1,380-56.1% | $1,039-41.7% | $4,660-87.0% |
| Participant deferral / active EE | $1,126 | $2,623-57.1% | $1,952-42.3% | $6,688-83.2% |
| Admin fee / account holder | $218 | $3,334-93.4% | $2,829-92.3% | $13,397-98.4% |