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 | $34,278 | $99,020-65.4% | $86,590-60.4% | $147,584-76.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 15.99% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,693 | $3,132-45.9% | $2,839-40.4% | $4,876-65.3% |
| Participant deferral / active EE | $3,678 | $3,972-7.4% | $3,609+1.9% | $5,439-32.4% |
| Admin fee / account holder | $130 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |