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 | $42,907 | $102,966-58.3% | $90,281-52.5% | $152,861-71.9% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 22.42% | 95.16%-72.7pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,308 | $4,281-22.7% | $3,885-14.9% | $5,850-43.4% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |