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 | $21,994 | $53,516-58.9% | $126,539-82.6% | $84,808-74.1% |
| Participation rate | 93.8% | 58.2%+35.6pp | 69.8%+24.0pp | 68.3%+25.5pp |
| Annual return | 17.02% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,358 | $1,535-11.5% | $3,674-63.0% | $2,631-48.4% |
| Participant deferral / active EE | $2,174 | $2,671-18.6% | $4,083-46.7% | $4,212-48.4% |
| Admin fee / account holder | $176 | $4,497-96.1% | $6,065-97.1% | $7,344-97.6% |