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 | $27,784 | $112,881-75.4% | $90,951-69.5% | $158,922-82.5% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.49% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,886 | $2,893-34.8% | $2,122-11.1% | $4,761-60.4% |
| Participant deferral / active EE | $4,751 | $4,128+15.1% | $3,373+40.9% | $5,982-20.6% |
| Admin fee / account holder | $95 | $8,041-98.8% | $5,959-98.4% | $11,246-99.2% |