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 | $25,244 | $105,181-76.0% | $159,436-84.2% | $85,850-70.6% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.2pp | 69.3%+9.3pp |
| Annual return | 14.40% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $678 | $3,318-79.6% | $4,829-86.0% | $2,565-73.6% |
| Participant deferral / active EE | $2,697 | $5,945-54.6% | $7,352-63.3% | $3,952-31.8% |
| Admin fee / account holder | $110 | $6,933-98.4% | $10,799-99.0% | $6,260-98.2% |