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 3-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 | $32,995 | $30,400+8.5% | $53,898-38.8% | $84,808-61.1% |
| Participation rate | 96.4% | 46.4%+50.0pp | 55.0%+41.5pp | 68.3%+28.1pp |
| Annual return | 18.41% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,015 | $603+400.2% | $932+223.5% | $2,631+14.6% |
| Participant deferral / active EE | $3,367 | $1,199+180.9% | $1,826+84.3% | $4,212-20.1% |
| Admin fee / account holder | $89 | $1,993-95.5% | $2,491-96.4% | $7,344-98.8% |