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 | $30,194 | $99,079-69.5% | $77,999-61.3% | $273,961-89.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 9.32% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,537 | $3,308-53.5% | $2,470-37.8% | $4,869-68.4% |
| Participant deferral / active EE | $3,074 | $4,306-28.6% | $3,497-12.1% | $5,287-41.9% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |