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 | $54,195 | $70,606-23.2% | $53,898+0.6% | $142,382-61.9% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 19.71% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,236 | $1,202+2.8% | $932+32.6% | $4,299-71.2% |
| Participant deferral / active EE | $2,810 | $2,364+18.9% | $1,826+53.9% | $6,507-56.8% |
| Admin fee / account holder | $78 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |