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 | $27,039 | $85,766-68.5% | $136,294-80.2% | $70,131-61.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 26.39% | 31.45%-5.1pp | 5155.94%-5129.5pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,540 | $2,966-48.1% | $4,695-67.2% | $2,342-34.2% |
| Participant deferral / active EE | $3,180 | $5,051-37.1% | $6,247-49.1% | $3,332-4.6% |
| Admin fee / account holder | $155 | $5,420-97.1% | $9,243-98.3% | $4,645-96.7% |