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 | $23,584 | $60,124-60.8% | $90,404-73.9% | $79,858-70.5% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.7pp |
| Annual return | 20.27% | 71.94%-51.7pp | 1293.02%-1272.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,965 | $2,068-5.0% | $3,262-39.8% | $2,471-20.5% |
| Participant deferral / active EE | $4,612 | $2,938+57.0% | $3,963+16.4% | $3,740+23.3% |
| Admin fee / account holder | $153 | $3,976-96.2% | $5,611-97.3% | $5,306-97.1% |