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 | $38,579 | $99,020-61.0% | $86,590-55.4% | $147,584-73.9% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 10.17% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $693 | $3,132-77.9% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $2,852 | $3,972-28.2% | $3,609-21.0% | $5,439-47.6% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |