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 | $19,945 | $96,305-79.3% | $80,569-75.2% | $139,434-85.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 10.72% | 1350.08%-1339.4pp | 935.43%-924.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $707 | $3,262-78.3% | $2,723-74.1% | $4,751-85.1% |
| Participant deferral / active EE | $1,436 | $5,232-72.6% | $4,447-67.7% | $6,710-78.6% |
| Admin fee / account holder | $198 | $6,599-97.0% | $5,377-96.3% | $11,403-98.3% |