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 | $34,136 | $110,809-69.2% | $86,874-60.7% | $167,490-79.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 71.6%+10.2pp | 82.1%-0.3pp |
| Annual return | 11.45% | 116.98%-105.5pp | 63.52%-52.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,315 | $3,244-59.5% | $2,495-47.3% | $4,837-72.8% |
| Participant deferral / active EE | $1,013 | $4,546-77.7% | $3,699-72.6% | $6,341-84.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |