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 8-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 | $30,325 | $72,400-58.1% | $67,502-55.1% | $145,922-79.2% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 14.71% | 7182.46%-7167.8pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,542 | $3,069-49.7% | $2,731-43.5% | $4,660-66.9% |
| Participant deferral / active EE | $3,972 | $4,783-17.0% | $4,000-0.7% | $6,688-40.6% |
| Admin fee / account holder | $54 | $5,539-99.0% | $3,998-98.6% | $13,397-99.6% |