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 | $16,122 | $177,572-90.9% | $154,803-89.6% | $142,382-88.7% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 21.51% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,042 | $4,810-78.3% | $4,305-75.8% | $4,299-75.8% |
| Participant deferral / active EE | $2,686 | $6,272-57.2% | $5,540-51.5% | $6,507-58.7% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |