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 6-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 | $18,710 | $96,635-80.6% | $86,612-78.4% | $139,434-86.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.21% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,634 | $3,263-19.3% | $3,022-12.9% | $4,751-44.6% |
| Participant deferral / active EE | $3,538 | $4,836-26.8% | $4,438-20.3% | $6,710-47.3% |
| Admin fee / account holder | $101 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |