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 | $22,121 | $99,020-77.7% | $86,590-74.5% | $147,584-85.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 18.72% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,739 | $3,132-44.5% | $2,839-38.7% | $4,876-64.3% |
| Participant deferral / active EE | $1,739 | $3,972-56.2% | $3,609-51.8% | $5,439-68.0% |
| Admin fee / account holder | $177 | $5,710-96.9% | $4,906-96.4% | $10,885-98.4% |