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 | $41,743 | $100,773-58.6% | $88,946-53.1% | $142,382-70.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 20.94% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,706 | $2,918-41.5% | $2,555-33.2% | $4,299-60.3% |
| Participant deferral / active EE | $2,276 | $5,230-56.5% | $4,581-50.3% | $6,507-65.0% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |