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 | $38,463 | $102,616-62.5% | $81,983-53.1% | $158,922-75.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 17.53% | 61.04%-43.5pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $713 | $3,240-78.0% | $2,498-71.5% | $4,761-85.0% |
| Participant deferral / active EE | $2,321 | $4,648-50.1% | $3,722-37.7% | $5,982-61.2% |
| Admin fee / account holder | $24 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |