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 | $36,193 | $99,020-63.4% | $86,590-58.2% | $147,584-75.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 15.67% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,106 | $3,132-64.7% | $2,839-61.0% | $4,876-77.3% |
| Participant deferral / active EE | $2,468 | $3,972-37.9% | $3,609-31.6% | $5,439-54.6% |
| Admin fee / account holder | $65 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |