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 | $31,036 | $65,395-52.5% | $182,532-83.0% | $72,985-57.5% |
| Participation rate | 89.7% | 65.4%+24.3pp | 78.0%+11.8pp | 69.5%+20.3pp |
| Annual return | 23.25% | 27.68%-4.4pp | 148.54%-125.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $516 | $1,911-73.0% | $4,076-87.3% | $2,440-78.8% |
| Participant deferral / active EE | $1,525 | $3,563-57.2% | $5,524-72.4% | $3,607-57.7% |
| Admin fee / account holder | $121 | $4,245-97.1% | $8,592-98.6% | $5,124-97.6% |