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 7-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 | $11,741 | $88,751-86.8% | $81,812-85.6% | $145,922-92.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.20% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,776 | $3,083-42.4% | $2,912-39.0% | $4,660-61.9% |
| Participant deferral / active EE | $3,533 | $4,643-23.9% | $4,319-18.2% | $6,688-47.2% |
| Admin fee / account holder | $107 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |