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 | $20,271 | $109,327-81.5% | $89,391-77.3% | $158,922-87.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 20.28% | 345.68%-325.4pp | 245.62%-225.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,560 | $3,170-50.8% | $2,586-39.7% | $4,761-67.2% |
| Participant deferral / active EE | $2,274 | $4,598-50.6% | $3,890-41.6% | $5,982-62.0% |
| Admin fee / account holder | $56 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |