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 | $24,904 | $99,020-74.8% | $86,590-71.2% | $147,584-83.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 30.08% | 1312.34%-1282.3pp | 964.84%-934.8pp | 578.55%-548.5pp |
| Employer contribution / active EE | $3,016 | $3,132-3.7% | $2,839+6.2% | $4,876-38.1% |
| Participant deferral / active EE | $5,346 | $3,972+34.6% | $3,609+48.1% | $5,439-1.7% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |