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 | $28,478 | $117,381-75.7% | $99,443-71.4% | $152,861-81.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 26.02% | 31.87%-5.8pp | 30.72%-4.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,758 | $3,013-41.6% | $2,540-30.8% | $4,762-63.1% |
| Participant deferral / active EE | $2,867 | $4,086-29.8% | $3,619-20.8% | $5,850-51.0% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |