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 | $29,090 | $77,419-62.4% | $69,455-58.1% | $152,861-81.0% |
| Participation rate | 81.0% | 78.1%+2.8pp | 74.6%+6.3pp | 82.4%-1.5pp |
| Annual return | 23.49% | 39.06%-15.6pp | 28.97%-5.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,643 | $3,315-50.4% | $2,779-40.9% | $4,762-65.5% |
| Participant deferral / active EE | $1,597 | $4,414-63.8% | $3,535-54.8% | $5,850-72.7% |
| Admin fee / account holder | $132 | $6,207-97.9% | $3,839-96.6% | $11,596-98.9% |