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 | $27,069 | $232,540-88.4% | $185,117-85.4% | $147,584-81.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 11.17% | 43.03%-31.9pp | 40.50%-29.3pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,118 | $5,195-78.5% | $4,182-73.3% | $4,876-77.1% |
| Participant deferral / active EE | $2,052 | $5,834-64.8% | $5,045-59.3% | $5,439-62.3% |
| Admin fee / account holder | $153 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |