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 | $18,916 | $102,966-81.6% | $90,281-79.0% | $152,861-87.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.28% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,345 | $3,139-57.2% | $2,854-52.9% | $4,762-71.8% |
| Participant deferral / active EE | $2,573 | $4,281-39.9% | $3,885-33.8% | $5,850-56.0% |
| Admin fee / account holder | $34 | $6,171-99.4% | $5,351-99.4% | $11,596-99.7% |