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 8-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 | $20,212 | $111,724-81.9% | $93,606-78.4% | $145,922-86.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.27% | 202.98%-187.7pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $717 | $3,090-76.8% | $2,420-70.4% | $4,660-84.6% |
| Participant deferral / active EE | $2,857 | $4,912-41.8% | $4,411-35.2% | $6,688-57.3% |
| Admin fee / account holder | $112 | $10,250-98.9% | $8,285-98.6% | $13,397-99.2% |