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 | $114,275 | $158,398-27.9% | $126,539-9.7% | $142,382-19.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 19.32% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $998 | $4,650-78.5% | $3,674-72.8% | $4,299-76.8% |
| Participant deferral / active EE | $1,039 | $4,767-78.2% | $4,083-74.6% | $6,507-84.0% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |