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 | $30,563 | $109,817-72.2% | $98,442-69.0% | $167,490-81.8% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 16.70% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $921 | $3,224-71.4% | $2,960-68.9% | $4,837-81.0% |
| Participant deferral / active EE | $1,598 | $4,673-65.8% | $4,276-62.6% | $6,341-74.8% |
| Admin fee / account holder | $69 | $6,753-99.0% | $5,949-98.8% | $12,309-99.4% |