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 | $34,288 | $99,020-65.4% | $86,590-60.4% | $147,584-76.8% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 14.23% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $606 | $3,132-80.7% | $2,839-78.7% | $4,876-87.6% |
| Participant deferral / active EE | $1,408 | $3,972-64.6% | $3,609-61.0% | $5,439-74.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |