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 | $33,073 | $176,377-81.2% | $134,143-75.3% | $158,922-79.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 18.50% | 63.63%-45.1pp | 36.33%-17.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $870 | $5,040-82.7% | $3,704-76.5% | $4,761-81.7% |
| Participant deferral / active EE | $3,942 | $4,091-3.7% | $3,499+12.7% | $5,982-34.1% |
| Admin fee / account holder | $16 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |