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 | $27,253 | $115,770-76.5% | $101,248-73.1% | $158,922-82.9% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 14.47% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,092 | $4,175-73.8% | $3,660-70.1% | $4,761-77.1% |
| Participant deferral / active EE | $2,895 | $4,957-41.6% | $4,370-33.8% | $5,982-51.6% |
| Admin fee / account holder | $220 | $7,245-97.0% | $5,945-96.3% | $11,246-98.0% |