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 | $18,249 | $99,020-81.6% | $86,590-78.9% | $147,584-87.6% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 19.05% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $623 | $3,132-80.1% | $2,839-78.1% | $4,876-87.2% |
| Participant deferral / active EE | $4,067 | $3,972+2.4% | $3,609+12.7% | $5,439-25.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |