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 | $28,413 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.62% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,584 | $5,103-69.0% | $4,644-65.9% | $4,761-66.7% |
| Participant deferral / active EE | $2,445 | $7,181-65.9% | $6,842-64.3% | $5,982-59.1% |
| Admin fee / account holder | $218 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |