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 | $24,769 | $106,890-76.8% | $84,015-70.5% | $152,861-83.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 24.27% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,329 | $2,734-51.4% | $1,983-33.0% | $4,762-72.1% |
| Participant deferral / active EE | $3,170 | $4,011-21.0% | $3,239-2.1% | $5,850-45.8% |
| Admin fee / account holder | $6 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |