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 | $20,893 | $102,966-79.7% | $90,281-76.9% | $152,861-86.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 23.00% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,192 | $3,139-62.0% | $2,854-58.2% | $4,762-75.0% |
| Participant deferral / active EE | $2,444 | $4,281-42.9% | $3,885-37.1% | $5,850-58.2% |
| Admin fee / account holder | $241 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |