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 | $30,149 | $100,852-70.1% | $90,404-66.7% | $158,922-81.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.80% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,341 | $3,689-9.4% | $3,262+2.4% | $4,761-29.8% |
| Participant deferral / active EE | $1,643 | $4,348-62.2% | $3,963-58.6% | $5,982-72.5% |
| Admin fee / account holder | $285 | $6,501-95.6% | $5,611-94.9% | $11,246-97.5% |