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 | $26,770 | $157,256-83.0% | $141,162-81.0% | $152,861-82.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 28.49% | 64.32%-35.8pp | 71.39%-42.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,232 | $5,261-57.6% | $4,735-52.9% | $4,762-53.1% |
| Participant deferral / active EE | $4,202 | $7,109-40.9% | $6,709-37.4% | $5,850-28.2% |
| Admin fee / account holder | $75 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |