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 | $16,715 | $129,217-87.1% | $93,406-82.1% | $158,922-89.5% |
| Participation rate | 82.4% | 71.0%+11.4pp | 66.8%+15.5pp | 82.0%+0.4pp |
| Annual return | 10.00% | 118.21%-108.2pp | 78.05%-68.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,064 | $2,711-60.8% | $2,075-48.7% | $4,761-77.7% |
| Participant deferral / active EE | $1,152 | $3,909-70.5% | $3,126-63.2% | $5,982-80.7% |
| Admin fee / account holder | $15 | $7,383-99.8% | $5,230-99.7% | $11,246-99.9% |