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 | $31,544 | $83,337-62.1% | $67,834-53.5% | $273,961-88.5% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | 10.39% | 259.45%-249.1pp | 138.47%-128.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,432 | $3,287-56.4% | $2,403-40.4% | $4,869-70.6% |
| Participant deferral / active EE | $3,235 | $4,088-20.9% | $3,160+2.4% | $5,287-38.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |