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 | $28,368 | $105,998-73.2% | $92,233-69.2% | $147,584-80.8% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 19.24% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $716 | $4,333-83.5% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $1,171 | $4,478-73.9% | $3,897-70.0% | $5,439-78.5% |
| Admin fee / account holder | $282 | $6,332-95.5% | $5,194-94.6% | $10,885-97.4% |