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 8-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 | $31,125 | $114,381-72.8% | $107,525-71.1% | $142,382-78.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 23.14% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,354 | $4,015-66.3% | $3,754-63.9% | $4,299-68.5% |
| Participant deferral / active EE | $2,352 | $5,564-57.7% | $5,116-54.0% | $6,507-63.8% |
| Admin fee / account holder | $268 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |