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 | $23,190 | $63,346-63.4% | $92,233-74.9% | $70,131-66.9% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 16.91% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,685 | $2,471-31.8% | $3,679-54.2% | $2,342-28.1% |
| Participant deferral / active EE | $2,406 | $2,854-15.7% | $3,897-38.3% | $3,332-27.8% |
| Admin fee / account holder | $236 | $3,840-93.8% | $5,194-95.5% | $4,645-94.9% |