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 5-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 | $19,797 | $110,502-82.1% | $80,716-75.5% | $167,490-88.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.87% | 120.54%-100.7pp | 87.28%-67.4pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,040 | $1,543-32.6% | $1,160-10.3% | $4,837-78.5% |
| Participant deferral / active EE | $4,319 | $2,871+50.5% | $2,146+101.3% | $6,341-31.9% |
| Admin fee / account holder | $96 | $4,545-97.9% | $3,380-97.2% | $12,309-99.2% |