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 | $16,816 | $66,402-74.7% | $109,895-84.7% | $85,850-80.4% |
| Participation rate | 90.2% | 63.9%+26.3pp | 74.2%+16.0pp | 69.3%+20.9pp |
| Annual return | 22.89% | 19.59%+3.3pp | 29.45%-6.6pp | 318.53%-295.6pp |
| Employer contribution / active EE | $1,516 | $1,687-10.1% | $2,842-46.7% | $2,565-40.9% |
| Participant deferral / active EE | $3,600 | $2,842+26.6% | $4,048-11.1% | $3,952-8.9% |
| Admin fee / account holder | $184 | $4,557-96.0% | $6,066-97.0% | $6,260-97.1% |