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 | $18,871 | $102,966-81.7% | $90,281-79.1% | $152,861-87.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 22.24% | 95.16%-72.9pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $500 | $3,139-84.1% | $2,854-82.5% | $4,762-89.5% |
| Participant deferral / active EE | $5,629 | $4,281+31.5% | $3,885+44.9% | $5,850-3.8% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |