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 | $30,582 | $176,056-82.6% | $159,436-80.8% | $167,490-81.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.76% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,510 | $5,297-71.5% | $4,829-68.7% | $4,837-68.8% |
| Participant deferral / active EE | $3,475 | $7,750-55.2% | $7,352-52.7% | $6,341-45.2% |
| Admin fee / account holder | $226 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |