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 | $27,357 | $109,817-75.1% | $98,442-72.2% | $167,490-83.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 18.00% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,695 | $3,224-47.4% | $2,960-42.7% | $4,837-65.0% |
| Participant deferral / active EE | $4,603 | $4,673-1.5% | $4,276+7.6% | $6,341-27.4% |
| Admin fee / account holder | $224 | $6,753-96.7% | $5,949-96.2% | $12,309-98.2% |