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 | $25,344 | $105,859-76.1% | $90,160-71.9% | $147,584-82.8% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 26.19% | 37.63%-11.4pp | 34.88%-8.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $3,574 | $4,126-13.4% | $3,318+7.7% | $4,876-26.7% |
| Participant deferral / active EE | $4,596 | $5,733-19.8% | $5,288-13.1% | $5,439-15.5% |
| Admin fee / account holder | $92 | $8,046-98.9% | $5,943-98.5% | $10,885-99.2% |