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 | $32,678 | $157,256-79.2% | $141,162-76.9% | $152,861-78.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 38.12% | 64.32%-26.2pp | 71.39%-33.3pp | 345.32%-307.2pp |
| Employer contribution / active EE | $1,191 | $5,261-77.4% | $4,735-74.8% | $4,762-75.0% |
| Participant deferral / active EE | $5,710 | $7,109-19.7% | $6,709-14.9% | $5,850-2.4% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |