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 | $16,516 | $105,998-84.4% | $92,233-82.1% | $147,584-88.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.72% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,396 | $4,333-67.8% | $3,679-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $1,944 | $4,478-56.6% | $3,897-50.1% | $5,439-64.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |