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 | $15,741 | $100,852-84.4% | $90,404-82.6% | $158,922-90.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 18.02% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,808 | $3,689-51.0% | $3,262-44.6% | $4,761-62.0% |
| Participant deferral / active EE | $2,847 | $4,348-34.5% | $3,963-28.2% | $5,982-52.4% |
| Admin fee / account holder | $111 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |