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 | $25,235 | $127,777-80.3% | $106,548-76.3% | $167,490-84.9% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 13.56% | 33.87%-20.3pp | 26.80%-13.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,156 | $3,427-7.9% | $2,819+11.9% | $4,837-34.8% |
| Participant deferral / active EE | $3,921 | $5,087-22.9% | $4,398-10.9% | $6,341-38.2% |
| Admin fee / account holder | $145 | $11,228-98.7% | $7,407-98.0% | $12,309-98.8% |