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 | $17,455 | $43,723-60.1% | $121,196-85.6% | $64,186-72.8% |
| Participation rate | 94.6% | 58.3%+36.3pp | 71.7%+22.9pp | 69.6%+25.1pp |
| Annual return | 52.02% | 68.91%-16.9pp | 16.93%+35.1pp | 7.63%+44.4pp |
| Employer contribution / active EE | $2,478 | $1,296+91.2% | $4,022-38.4% | $2,381+4.1% |
| Participant deferral / active EE | $1,560 | $2,280-31.6% | $3,344-53.4% | $3,470-55.1% |
| Admin fee / account holder | $67 | $3,501-98.1% | $5,019-98.7% | $4,888-98.6% |