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 8-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 | $34,168 | $210,648-83.8% | $177,989-80.8% | $145,922-76.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 11.32% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,390 | $4,565-69.6% | $3,949-64.8% | $4,660-70.2% |
| Participant deferral / active EE | $3,232 | $6,958-53.6% | $6,276-48.5% | $6,688-51.7% |
| Admin fee / account holder | $57 | $12,013-99.5% | $10,363-99.5% | $13,397-99.6% |