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 | $20,165 | $148,534-86.4% | $135,903-85.2% | $139,434-85.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $7,382 | $5,243+40.8% | $4,856+52.0% | $4,751+55.4% |
| Participant deferral / active EE | $4,503 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $233 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |