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 | $26,178 | $100,773-74.0% | $88,946-70.6% | $142,382-81.6% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 18.94% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,983 | $2,918-32.0% | $2,555-22.4% | $4,299-53.9% |
| Participant deferral / active EE | $3,487 | $5,230-33.3% | $4,581-23.9% | $6,507-46.4% |
| Admin fee / account holder | $199 | $9,693-97.9% | $8,261-97.6% | $12,624-98.4% |