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 | $20,895 | $121,625-82.8% | $104,607-80.0% | $158,922-86.9% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | 7.51% | 465.26%-457.8pp | 340.46%-333.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,624 | $3,163-48.6% | $2,681-39.4% | $4,761-65.9% |
| Participant deferral / active EE | $2,061 | $4,177-50.7% | $3,740-44.9% | $5,982-65.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |