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 | $21,028 | $105,998-80.2% | $92,233-77.2% | $147,584-85.8% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 17.87% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,668 | $4,333-38.4% | $3,679-27.5% | $4,876-45.3% |
| Participant deferral / active EE | $3,676 | $4,478-17.9% | $3,897-5.7% | $5,439-32.4% |
| Admin fee / account holder | $293 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |