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 | $28,705 | $228,332-87.4% | $185,823-84.6% | $158,922-81.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 23.93% | 40.80%-16.9pp | 35.95%-12.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,198 | $4,967-75.9% | $4,087-70.7% | $4,761-74.8% |
| Participant deferral / active EE | $1,700 | $6,415-73.5% | $5,632-69.8% | $5,982-71.6% |
| Admin fee / account holder | $276 | $11,864-97.7% | $9,500-97.1% | $11,246-97.5% |