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 | $91,634 | $158,398-42.1% | $126,539-27.6% | $142,382-35.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.53% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $756 | $4,650-83.7% | $3,674-79.4% | $4,299-82.4% |
| Participant deferral / active EE | $1,253 | $4,767-73.7% | $4,083-69.3% | $6,507-80.7% |
| Admin fee / account holder | $4 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |