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 | $34,159 | $144,119-76.3% | $117,854-71.0% | $147,584-76.9% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 18.23% | 531.15%-512.9pp | 335.08%-316.9pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,960 | $4,896-60.0% | $3,786-48.2% | $4,876-59.8% |
| Participant deferral / active EE | $3,587 | $5,316-32.5% | $4,482-20.0% | $5,439-34.0% |
| Admin fee / account holder | $278 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |