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 6-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 | $35,493 | $109,817-67.7% | $98,442-63.9% | $167,490-78.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 18.10% | 1956.69%-1938.6pp | 1492.73%-1474.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,997 | $3,224-7.0% | $2,960+1.3% | $4,837-38.1% |
| Participant deferral / active EE | $10,154 | $4,673+117.3% | $4,276+137.5% | $6,341+60.1% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |