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 | $21,133 | $102,966-79.5% | $90,281-76.6% | $152,861-86.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 21.55% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,456 | $3,139-53.6% | $2,854-49.0% | $4,762-69.4% |
| Participant deferral / active EE | $2,702 | $4,281-36.9% | $3,885-30.5% | $5,850-53.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |