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 | $16,813 | $104,907-84.0% | $84,611-80.1% | $152,861-89.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 24.69% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $869 | $3,302-73.7% | $2,652-67.2% | $4,762-81.7% |
| Participant deferral / active EE | $2,275 | $4,688-51.5% | $3,899-41.6% | $5,850-61.1% |
| Admin fee / account holder | $3 | $6,241-100.0% | $4,912-99.9% | $11,596-100.0% |