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 4-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 | $15,685 | $111,724-86.0% | $93,606-83.2% | $145,922-89.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.65% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,221 | $3,090-60.5% | $2,420-49.5% | $4,660-73.8% |
| Participant deferral / active EE | $2,862 | $4,912-41.7% | $4,411-35.1% | $6,688-57.2% |
| Admin fee / account holder | $193 | $10,250-98.1% | $8,285-97.7% | $13,397-98.6% |