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 | $10,125 | $156,846-93.5% | $121,098-91.6% | $139,434-92.7% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 17.15% | 1474.56%-1457.4pp | 985.75%-968.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,174 | $5,536-78.8% | $4,164-71.8% | $4,751-75.3% |
| Participant deferral / active EE | $1,989 | $4,844-58.9% | $4,080-51.3% | $6,710-70.4% |
| Admin fee / account holder | $78 | $6,946-98.9% | $5,644-98.6% | $11,403-99.3% |