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 | $30,725 | $112,881-72.8% | $90,951-66.2% | $158,922-80.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 27.96% | 215.79%-187.8pp | 134.60%-106.6pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,642 | $2,893-43.3% | $2,122-22.6% | $4,761-65.5% |
| Participant deferral / active EE | $3,728 | $4,128-9.7% | $3,373+10.5% | $5,982-37.7% |
| Admin fee / account holder | $37 | $8,041-99.5% | $5,959-99.4% | $11,246-99.7% |