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 | $26,053 | $157,256-83.4% | $141,162-81.5% | $152,861-83.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 21.55% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,676 | $5,261-68.1% | $4,735-64.6% | $4,762-64.8% |
| Participant deferral / active EE | $3,059 | $7,109-57.0% | $6,709-54.4% | $5,850-47.7% |
| Admin fee / account holder | $49 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |