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 9-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 | $10,898 | $74,888-85.4% | $71,209-84.7% | $142,382-92.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 14.27% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $750 | $2,854-73.7% | $2,721-72.4% | $4,299-82.5% |
| Participant deferral / active EE | $1,442 | $4,454-67.6% | $4,175-65.5% | $6,507-77.8% |
| Admin fee / account holder | $119 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |