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 | $30,457 | $176,056-82.7% | $159,436-80.9% | $167,490-81.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 10.44% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,681 | $5,297-68.3% | $4,829-65.2% | $4,837-65.3% |
| Participant deferral / active EE | $3,247 | $7,750-58.1% | $7,352-55.8% | $6,341-48.8% |
| Admin fee / account holder | $236 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |