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 | $35,174 | $70,756-50.3% | $65,493-46.3% | $142,382-75.3% |
| Participation rate | 89.5% | 77.4%+12.1pp | 73.1%+16.4pp | 80.1%+9.4pp |
| Annual return | 21.81% | 1754.89%-1733.1pp | 982.45%-960.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,952 | $2,881+106.6% | $2,574+131.2% | $4,299+38.4% |
| Participant deferral / active EE | $8,674 | $4,637+87.0% | $3,961+119.0% | $6,507+33.3% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |