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 | $34,458 | $165,335-79.2% | $149,696-77.0% | $158,922-78.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.68% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,416 | $5,103-72.2% | $4,644-69.5% | $4,761-70.3% |
| Participant deferral / active EE | $3,137 | $7,181-56.3% | $6,842-54.2% | $5,982-47.6% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |