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 | $18,879 | $76,000-75.2% | $154,107-87.7% | $64,186-70.6% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | 2.02% | 30.32%-28.3pp | 735.12%-733.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $1,200 | $3,351-64.2% | $5,298-77.3% | $2,381-49.6% |
| Participant deferral / active EE | $2,471 | $3,175-22.2% | $5,081-51.4% | $3,470-28.8% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |