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 | $21,441 | $183,519-88.3% | $155,509-86.2% | $145,922-85.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.67% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,185 | $5,313-77.7% | $4,672-74.6% | $4,660-74.6% |
| Participant deferral / active EE | $4,109 | $6,462-36.4% | $5,626-27.0% | $6,688-38.6% |
| Admin fee / account holder | $61 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |