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 | $17,063 | $88,751-80.8% | $81,812-79.1% | $145,922-88.3% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 13.22% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,957 | $3,083-36.5% | $2,912-32.8% | $4,660-58.0% |
| Participant deferral / active EE | $2,892 | $4,643-37.7% | $4,319-33.0% | $6,688-56.8% |
| Admin fee / account holder | $27 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |