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 | $32,346 | $77,899-58.5% | $149,673-78.4% | $75,163-57.0% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 22.41% | 31.72%-9.3pp | 134.42%-112.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,705 | $3,137-45.7% | $4,818-64.6% | $2,670-36.1% |
| Participant deferral / active EE | $2,790 | $3,411-18.2% | $5,680-50.9% | $4,125-32.4% |
| Admin fee / account holder | $213 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |