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 | $22,443 | $96,635-76.8% | $86,612-74.1% | $139,434-83.9% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 18.17% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,050 | $3,263-37.2% | $3,022-32.2% | $4,751-56.9% |
| Participant deferral / active EE | $1,236 | $4,836-74.4% | $4,438-72.1% | $6,710-81.6% |
| Admin fee / account holder | $87 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |