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 | $19,021 | $74,888-74.6% | $71,209-73.3% | $142,382-86.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 14.86% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,427 | $2,854-50.0% | $2,721-47.6% | $4,299-66.8% |
| Participant deferral / active EE | $2,177 | $4,454-51.1% | $4,175-47.9% | $6,507-66.6% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |