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 | $34,057 | $226,064-84.9% | $182,532-81.3% | $152,861-77.7% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 20.61% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,164 | $4,978-76.6% | $4,076-71.4% | $4,762-75.6% |
| Participant deferral / active EE | $1,702 | $6,368-73.3% | $5,524-69.2% | $5,850-70.9% |
| Admin fee / account holder | $243 | $10,703-97.7% | $8,592-97.2% | $11,596-97.9% |