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 | $18,375 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 23.58% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,062 | $5,286-61.0% | $4,933-58.2% | $4,660-55.7% |
| Participant deferral / active EE | $4,278 | $8,428-49.2% | $8,070-47.0% | $6,688-36.0% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |