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 | $27,538 | $105,998-74.0% | $92,233-70.1% | $147,584-81.3% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 18.24% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,035 | $4,333-53.0% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $3,617 | $4,478-19.2% | $3,897-7.2% | $5,439-33.5% |
| Admin fee / account holder | $96 | $6,332-98.5% | $5,194-98.2% | $10,885-99.1% |