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 | $36,029 | $74,888-51.9% | $71,209-49.4% | $142,382-74.7% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 37.46% | 345.14%-307.7pp | 282.51%-245.1pp | 217.08%-179.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,677 | $4,454+49.9% | $4,175+59.9% | $6,507+2.6% |
| Admin fee / account holder | $255 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |