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 | $24,789 | $112,096-77.9% | $95,952-74.2% | $158,922-84.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 23.38% | 171.09%-147.7pp | 91.61%-68.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,450 | $3,198-54.6% | $2,541-42.9% | $4,761-69.5% |
| Participant deferral / active EE | $3,505 | $4,784-26.7% | $4,167-15.9% | $5,982-41.4% |
| Admin fee / account holder | $237 | $10,130-97.7% | $6,795-96.5% | $11,246-97.9% |