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 | $26,278 | $99,020-73.5% | $86,590-69.7% | $147,584-82.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 29.19% | 1312.34%-1283.1pp | 964.84%-935.6pp | 578.55%-549.4pp |
| Employer contribution / active EE | $892 | $3,132-71.5% | $2,839-68.6% | $4,876-81.7% |
| Participant deferral / active EE | $8,444 | $3,972+112.6% | $3,609+134.0% | $5,439+55.2% |
| Admin fee / account holder | $84 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |