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 | $22,635 | $100,773-77.5% | $88,946-74.6% | $142,382-84.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.26% | 70.18%-50.9pp | 57.82%-38.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,133 | $2,918-26.9% | $2,555-16.5% | $4,299-50.4% |
| Participant deferral / active EE | $3,571 | $5,230-31.7% | $4,581-22.1% | $6,507-45.1% |
| Admin fee / account holder | $274 | $9,693-97.2% | $8,261-96.7% | $12,624-97.8% |