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 | $27,050 | $165,984-83.7% | $164,813-83.6% | $145,922-81.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 16.38% | 100.03%-83.7pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,388 | $5,273-35.7% | $4,341-21.9% | $4,660-27.3% |
| Participant deferral / active EE | $4,794 | $6,959-31.1% | $6,031-20.5% | $6,688-28.3% |
| Admin fee / account holder | $189 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |