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 | $20,753 | $99,020-79.0% | $86,590-76.0% | $147,584-85.9% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 19.86% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,143 | $3,132+0.4% | $2,839+10.7% | $4,876-35.5% |
| Participant deferral / active EE | $6,014 | $3,972+51.4% | $3,609+66.7% | $5,439+10.6% |
| Admin fee / account holder | $164 | $5,710-97.1% | $4,906-96.7% | $10,885-98.5% |