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 | $26,197 | $99,877-73.8% | $84,966-69.2% | $145,922-82.0% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 13.12% | 83.76%-70.6pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,761 | $3,231-45.5% | $2,727-35.4% | $4,660-62.2% |
| Participant deferral / active EE | $2,664 | $5,291-49.6% | $4,519-41.1% | $6,688-60.2% |
| Admin fee / account holder | $159 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |