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 | $22,437 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 29.94% | 64.32%-34.4pp | 71.39%-41.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,784 | $5,261-66.1% | $4,735-62.3% | $4,762-62.5% |
| Participant deferral / active EE | $4,917 | $7,109-30.8% | $6,709-26.7% | $5,850-15.9% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |