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 | $14,554 | $90,600-83.9% | $79,464-81.7% | $135,375-89.2% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 14.94% | 977.43%-962.5pp | 718.14%-703.2pp | 519.73%-504.8pp |
| Employer contribution / active EE | $1,504 | $3,068-51.0% | $2,800-46.3% | $4,779-68.5% |
| Participant deferral / active EE | $2,959 | $4,050-26.9% | $3,704-20.1% | $5,609-47.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |