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 | $22,967 | $157,256-85.4% | $141,162-83.7% | $152,861-85.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.41% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,578 | $5,261-51.0% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $3,906 | $7,109-45.1% | $6,709-41.8% | $5,850-33.2% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |