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 8-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 | $23,157 | $183,519-87.4% | $155,509-85.1% | $145,922-84.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.98% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,576 | $5,313-70.3% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $2,649 | $6,462-59.0% | $5,626-52.9% | $6,688-60.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |