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 | $16,155 | $57,281-71.8% | $86,612-81.3% | $75,163-78.5% |
| Participation rate | 71.0% | 63.2%+7.8pp | 71.7%-0.7pp | 67.2%+3.8pp |
| Annual return | 20.34% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $525 | $2,314-77.3% | $3,022-82.6% | $2,670-80.3% |
| Participant deferral / active EE | $1,813 | $3,318-45.4% | $4,438-59.1% | $4,125-56.0% |
| Admin fee / account holder | $161 | $4,112-96.1% | $5,614-97.1% | $5,651-97.1% |