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 | $24,892 | $100,852-75.3% | $90,404-72.5% | $158,922-84.3% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 8.95% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,861 | $3,689-49.5% | $3,262-43.0% | $4,761-60.9% |
| Participant deferral / active EE | $1,627 | $4,348-62.6% | $3,963-58.9% | $5,982-72.8% |
| Admin fee / account holder | $151 | $6,501-97.7% | $5,611-97.3% | $11,246-98.7% |