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 5-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 | $29,714 | $99,877-70.2% | $84,966-65.0% | $145,922-79.6% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 33.32% | 83.76%-50.4pp | 66.38%-33.1pp | 561.29%-528.0pp |
| Employer contribution / active EE | $950 | $3,231-70.6% | $2,727-65.2% | $4,660-79.6% |
| Participant deferral / active EE | $2,424 | $5,291-54.2% | $4,519-46.4% | $6,688-63.8% |
| Admin fee / account holder | $66 | $7,248-99.1% | $6,149-98.9% | $13,397-99.5% |