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 | $25,099 | $107,934-76.7% | $91,989-72.7% | $152,861-83.6% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 36.12% | 89.24%-53.1pp | 69.02%-32.9pp | 345.32%-309.2pp |
| Employer contribution / active EE | $2,037 | $4,210-51.6% | $3,452-41.0% | $4,762-57.2% |
| Participant deferral / active EE | $6,675 | $6,364+4.9% | $5,923+12.7% | $5,850+14.1% |
| Admin fee / account holder | $11 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |