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 | $30,948 | $98,750-68.7% | $149,696-79.3% | $79,858-61.2% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 27.98% | 27.43%+0.6pp | 276.60%-248.6pp | 31.71%-3.7pp |
| Employer contribution / active EE | $2,750 | $3,216-14.5% | $4,644-40.8% | $2,471+11.3% |
| Participant deferral / active EE | $6,502 | $5,680+14.5% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $43 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |