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 | $27,254 | $157,256-82.7% | $141,162-80.7% | $152,861-82.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 25.01% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,984 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $3,699 | $7,109-48.0% | $6,709-44.9% | $5,850-36.8% |
| Admin fee / account holder | $135 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |