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 | $29,537 | $72,400-59.2% | $67,502-56.2% | $145,922-79.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.68% | 7182.46%-7170.8pp | 3512.12%-3500.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,381 | $3,069+42.7% | $2,731+60.4% | $4,660-6.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $162 | $5,539-97.1% | $3,998-95.9% | $13,397-98.8% |