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 | $41,238 | $74,888-44.9% | $71,209-42.1% | $142,382-71.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.30% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $992 | $2,854-65.2% | $2,721-63.5% | $4,299-76.9% |
| Participant deferral / active EE | $1,415 | $4,454-68.2% | $4,175-66.1% | $6,507-78.3% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |