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 | $31,262 | $144,119-78.3% | $117,854-73.5% | $147,584-78.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 23.40% | 531.15%-507.7pp | 335.08%-311.7pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,729 | $4,896-64.7% | $3,786-54.3% | $4,876-64.5% |
| Participant deferral / active EE | $4,578 | $5,316-13.9% | $4,482+2.1% | $5,439-15.8% |
| Admin fee / account holder | $33 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |