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 | $15,567 | $74,888-79.2% | $71,209-78.1% | $142,382-89.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,823 | $2,854-36.1% | $2,721-33.0% | $4,299-57.6% |
| Participant deferral / active EE | $3,275 | $4,454-26.5% | $4,175-21.6% | $6,507-49.7% |
| Admin fee / account holder | $54 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |