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 | $19,286 | $99,020-80.5% | $86,590-77.7% | $147,584-86.9% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 20.38% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,192 | $3,132-61.9% | $2,839-58.0% | $4,876-75.6% |
| Participant deferral / active EE | $1,588 | $3,972-60.0% | $3,609-56.0% | $5,439-70.8% |
| Admin fee / account holder | $79 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |