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 3-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 | $18,395 | $88,751-79.3% | $81,812-77.5% | $145,922-87.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.14% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,082 | $3,083-32.5% | $2,912-28.5% | $4,660-55.3% |
| Participant deferral / active EE | $6,415 | $4,643+38.2% | $4,319+48.5% | $6,688-4.1% |
| Admin fee / account holder | $256 | $8,415-97.0% | $7,386-96.5% | $13,397-98.1% |