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 | $31,588 | $112,881-72.0% | $90,951-65.3% | $158,922-80.1% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 18.27% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,546 | $2,893-46.6% | $2,122-27.2% | $4,761-67.5% |
| Participant deferral / active EE | $3,150 | $4,128-23.7% | $3,373-6.6% | $5,982-47.4% |
| Admin fee / account holder | $12 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |