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 | $25,614 | $226,064-88.7% | $182,532-86.0% | $152,861-83.2% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 38.11% | 192.51%-154.4pp | 148.54%-110.4pp | 345.32%-307.2pp |
| Employer contribution / active EE | $1,358 | $4,978-72.7% | $4,076-66.7% | $4,762-71.5% |
| Participant deferral / active EE | $3,645 | $6,368-42.8% | $5,524-34.0% | $5,850-37.7% |
| Admin fee / account holder | $225 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |