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 9-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 | $10,939 | $96,635-88.7% | $86,612-87.4% | $139,434-92.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.15% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $628 | $3,263-80.7% | $3,022-79.2% | $4,751-86.8% |
| Participant deferral / active EE | $2,771 | $4,836-42.7% | $4,438-37.6% | $6,710-58.7% |
| Admin fee / account holder | $68 | $6,408-98.9% | $5,614-98.8% | $11,403-99.4% |