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 | $23,388 | $73,515-68.2% | $62,995-62.9% | $147,584-84.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 11.48% | 175.43%-163.9pp | 87.57%-76.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,482 | $3,320-55.4% | $2,759-46.3% | $4,876-69.6% |
| Participant deferral / active EE | $1,482 | $4,185-64.6% | $3,329-55.5% | $5,439-72.7% |
| Admin fee / account holder | $3 | $5,953-100.0% | $3,600-99.9% | $10,885-100.0% |