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 | $26,889 | $157,256-82.9% | $141,162-81.0% | $152,861-82.4% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 26.46% | 64.32%-37.9pp | 71.39%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,710 | $5,261-67.5% | $4,735-63.9% | $4,762-64.1% |
| Participant deferral / active EE | $3,011 | $7,109-57.6% | $6,709-55.1% | $5,850-48.5% |
| Admin fee / account holder | $18 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |