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 | $28,575 | $102,966-72.2% | $90,281-68.3% | $152,861-81.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 25.83% | 95.16%-69.3pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,155 | $3,139-31.3% | $2,854-24.5% | $4,762-54.7% |
| Participant deferral / active EE | $965 | $4,281-77.5% | $3,885-75.2% | $5,850-83.5% |
| Admin fee / account holder | $214 | $6,171-96.5% | $5,351-96.0% | $11,596-98.2% |