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 | $28,220 | $99,652-71.7% | $78,778-64.2% | $147,584-80.9% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 21.87% | 47.28%-25.4pp | 35.62%-13.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,797 | $2,796-35.7% | $1,986-9.5% | $4,876-63.1% |
| Participant deferral / active EE | $4,361 | $3,664+19.0% | $2,958+47.4% | $5,439-19.8% |
| Admin fee / account holder | $136 | $7,155-98.1% | $5,134-97.3% | $10,885-98.7% |