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 | $17,434 | $53,127-67.2% | $86,590-79.9% | $70,131-75.1% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 14.64% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $430 | $2,068-79.2% | $2,839-84.9% | $2,342-81.6% |
| Participant deferral / active EE | $1,058 | $2,696-60.8% | $3,609-70.7% | $3,332-68.3% |
| Admin fee / account holder | $1 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |