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 | $26,522 | $185,200-85.7% | $142,863-81.4% | $167,490-84.2% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 15.40% | 8555.70%-8540.3pp | 5637.54%-5622.1pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,111 | $5,604-80.2% | $4,144-73.2% | $4,837-77.0% |
| Participant deferral / active EE | $2,990 | $4,494-33.5% | $3,837-22.1% | $6,341-52.9% |
| Admin fee / account holder | $168 | $8,031-97.9% | $6,560-97.4% | $12,309-98.6% |