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 | $42,979 | $100,852-57.4% | $90,404-52.5% | $158,922-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.97% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $775 | $3,689-79.0% | $3,262-76.2% | $4,761-83.7% |
| Participant deferral / active EE | $1,550 | $4,348-64.3% | $3,963-60.9% | $5,982-74.1% |
| Admin fee / account holder | $254 | $6,501-96.1% | $5,611-95.5% | $11,246-97.7% |