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 8-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 | $26,585 | $115,770-77.0% | $101,248-73.7% | $158,922-83.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 70.48% | 56.14%+14.3pp | 46.47%+24.0pp | 302.83%-232.3pp |
| Employer contribution / active EE | $1,351 | $4,175-67.6% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $1,580 | $4,957-68.1% | $4,370-63.8% | $5,982-73.6% |
| Admin fee / account holder | $194 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |