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 | $31,692 | $115,770-72.6% | $101,248-68.7% | $158,922-80.1% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 7.49% | 56.14%-48.6pp | 46.47%-39.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,214 | $4,175-70.9% | $3,660-66.8% | $4,761-74.5% |
| Participant deferral / active EE | $1,512 | $4,957-69.5% | $4,370-65.4% | $5,982-74.7% |
| Admin fee / account holder | $157 | $7,245-97.8% | $5,945-97.4% | $11,246-98.6% |