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 | $20,862 | $114,381-81.8% | $107,525-80.6% | $142,382-85.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.86% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,946 | $4,015-51.5% | $3,754-48.2% | $4,299-54.7% |
| Participant deferral / active EE | $3,848 | $5,564-30.8% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |