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 | $26,142 | $176,056-85.2% | $159,436-83.6% | $167,490-84.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 36.21% | 331.75%-295.5pp | 263.57%-227.4pp | 478.56%-442.3pp |
| Employer contribution / active EE | $1,042 | $5,297-80.3% | $4,829-78.4% | $4,837-78.5% |
| Participant deferral / active EE | $4,686 | $7,750-39.5% | $7,352-36.3% | $6,341-26.1% |
| Admin fee / account holder | $197 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |