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 | $43,480 | $99,652-56.4% | $78,778-44.8% | $147,584-70.5% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 14.89% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $518 | $2,796-81.5% | $1,986-73.9% | $4,876-89.4% |
| Participant deferral / active EE | $1,297 | $3,664-64.6% | $2,958-56.2% | $5,439-76.2% |
| Admin fee / account holder | $208 | $7,155-97.1% | $5,134-95.9% | $10,885-98.1% |