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 | $27,467 | $48,230-43.1% | $67,502-59.3% | $80,856-66.0% |
| Participation rate | 95.3% | 66.4%+29.0pp | 72.9%+22.5pp | 67.6%+27.7pp |
| Annual return | 14.41% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,065 | $2,020-47.3% | $2,731-61.0% | $2,755-61.3% |
| Participant deferral / active EE | $6,800 | $2,924+132.6% | $4,000+70.0% | $4,296+58.3% |
| Admin fee / account holder | $157 | $3,681-95.7% | $3,998-96.1% | $6,918-97.7% |