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 | $33,218 | $99,918-66.8% | $81,382-59.2% | $145,922-77.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 9.38% | 34.32%-24.9pp | 24.73%-15.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,442 | $2,978-51.6% | $2,463-41.5% | $4,660-69.1% |
| Participant deferral / active EE | $1,124 | $4,605-75.6% | $3,883-71.0% | $6,688-83.2% |
| Admin fee / account holder | $6 | $8,212-99.9% | $5,768-99.9% | $13,397-100.0% |