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 5-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 | $34,135 | $150,187-77.3% | $120,354-71.6% | $145,922-76.6% |
| Participation rate | 73.7% | 78.8%-5.1pp | 71.9%+1.8pp | 80.3%-6.6pp |
| Annual return | 31.07% | 154.07%-123.0pp | 107.15%-76.1pp | 561.29%-530.2pp |
| Employer contribution / active EE | $1,008 | $4,348-76.8% | $3,463-70.9% | $4,660-78.4% |
| Participant deferral / active EE | $1,746 | $6,173-71.7% | $4,991-65.0% | $6,688-73.9% |
| Admin fee / account holder | $48 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |