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 | $38,456 | $108,172-64.4% | $77,482-50.4% | $158,922-75.8% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 29.99% | 31.67%-1.7pp | 54.79%-24.8pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,079 | $1,325-18.5% | $986+9.4% | $4,761-77.3% |
| Participant deferral / active EE | $1,693 | $2,456-31.1% | $1,861-9.0% | $5,982-71.7% |
| Admin fee / account holder | $192 | $3,708-94.8% | $2,858-93.3% | $11,246-98.3% |