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 | $13,784 | $107,015-87.1% | $73,545-81.3% | $147,584-90.7% |
| Participation rate | 79.2% | 66.4%+12.8pp | 54.9%+24.2pp | 82.8%-3.7pp |
| Annual return | 18.21% | 38.25%-20.0pp | -15.16%+33.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,050 | $1,760-40.3% | $1,219-13.9% | $4,876-78.5% |
| Participant deferral / active EE | $1,737 | $2,462-29.4% | $1,806-3.8% | $5,439-68.1% |
| Admin fee / account holder | $195 | $3,055-93.6% | $2,320-91.6% | $10,885-98.2% |