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 | $34,311 | $175,202-80.4% | $149,673-77.1% | $139,434-75.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.92% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,081 | $5,474-43.7% | $4,818-36.0% | $4,751-35.1% |
| Participant deferral / active EE | $7,269 | $6,519+11.5% | $5,680+28.0% | $6,710+8.3% |
| Admin fee / account holder | $182 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |