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 | $32,552 | $176,056-81.5% | $159,436-79.6% | $167,490-80.6% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 18.21% | 331.75%-313.5pp | 263.57%-245.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,428 | $5,297-73.0% | $4,829-70.4% | $4,837-70.5% |
| Participant deferral / active EE | $2,888 | $7,750-62.7% | $7,352-60.7% | $6,341-54.5% |
| Admin fee / account holder | $261 | $12,554-97.9% | $10,799-97.6% | $12,309-97.9% |