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 | $18,674 | $88,751-79.0% | $81,812-77.2% | $145,922-87.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 11.91% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,672 | $3,083-45.8% | $2,912-42.6% | $4,660-64.1% |
| Participant deferral / active EE | $2,140 | $4,643-53.9% | $4,319-50.5% | $6,688-68.0% |
| Admin fee / account holder | $154 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |