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 | $17,427 | $105,859-83.5% | $90,160-80.7% | $147,584-88.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 20.17% | 37.63%-17.5pp | 34.88%-14.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,175 | $4,126-47.3% | $3,318-34.5% | $4,876-55.4% |
| Participant deferral / active EE | $3,154 | $5,733-45.0% | $5,288-40.4% | $5,439-42.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |