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 | $19,181 | $105,998-81.9% | $92,233-79.2% | $147,584-87.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 23.77% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,687 | $4,333-61.1% | $3,679-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $4,505 | $4,478+0.6% | $3,897+15.6% | $5,439-17.2% |
| Admin fee / account holder | $51 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |