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 | $11,037 | $88,751-87.6% | $81,812-86.5% | $145,922-92.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.89% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $824 | $3,083-73.3% | $2,912-71.7% | $4,660-82.3% |
| Participant deferral / active EE | $3,814 | $4,643-17.8% | $4,319-11.7% | $6,688-43.0% |
| Admin fee / account holder | $142 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |