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 8-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 | $17,212 | $111,724-84.6% | $93,606-81.6% | $145,922-88.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.86% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,185 | $3,090-61.6% | $2,420-51.0% | $4,660-74.6% |
| Participant deferral / active EE | $1,707 | $4,912-65.3% | $4,411-61.3% | $6,688-74.5% |
| Admin fee / account holder | $105 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |