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 | $25,155 | $53,822-53.3% | $75,696-66.8% | $85,850-70.7% |
| Participation rate | 98.0% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 28.81% | 24.54%+4.3pp | 104.53%-75.7pp | 318.53%-289.7pp |
| Employer contribution / active EE | $496 | $2,017-75.4% | $2,743-81.9% | $2,565-80.7% |
| Participant deferral / active EE | $2,132 | $2,895-26.4% | $3,821-44.2% | $3,952-46.0% |
| Admin fee / account holder | $251 | $3,343-92.5% | $3,619-93.1% | $6,260-96.0% |