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 | $26,019 | $102,604-74.6% | $86,188-69.8% | $139,434-81.3% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.6pp |
| Annual return | 16.95% | 1922.51%-1905.6pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,325 | $3,032-56.3% | $2,380-44.3% | $4,751-72.1% |
| Participant deferral / active EE | $2,069 | $4,676-55.8% | $3,985-48.1% | $6,710-69.2% |
| Admin fee / account holder | $1 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |