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 | $18,753 | $105,998-82.3% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 18.21% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,120 | $4,333-74.2% | $3,679-69.6% | $4,876-77.0% |
| Participant deferral / active EE | $2,217 | $4,478-50.5% | $3,897-43.1% | $5,439-59.2% |
| Admin fee / account holder | $152 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |