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 | $12,926 | $88,751-85.4% | $81,812-84.2% | $145,922-91.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.48% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,414 | $3,083-54.1% | $2,912-51.4% | $4,660-69.7% |
| Participant deferral / active EE | $1,032 | $4,643-77.8% | $4,319-76.1% | $6,688-84.6% |
| Admin fee / account holder | $136 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |