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 | $20,804 | $138,065-84.9% | $123,544-83.2% | $135,375-84.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 7.03% | 153.68%-146.7pp | 119.20%-112.2pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,201 | $5,151-76.7% | $4,628-74.0% | $4,779-74.9% |
| Participant deferral / active EE | $3,288 | $6,799-51.6% | $6,426-48.8% | $5,609-41.4% |
| Admin fee / account holder | $202 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |