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 | $94,651 | $112,096-15.6% | $95,952-1.4% | $158,922-40.4% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 21.61% | 171.09%-149.5pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,125 | $3,198-64.8% | $2,541-55.7% | $4,761-76.4% |
| Participant deferral / active EE | $3,535 | $4,784-26.1% | $4,167-15.2% | $5,982-40.9% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |