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 | $18,597 | $148,534-87.5% | $135,903-86.3% | $139,434-86.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.76% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,345 | $5,243-74.3% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $2,624 | $8,100-67.6% | $7,758-66.2% | $6,710-60.9% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |