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 8-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 | $10,785 | $100,852-89.3% | $90,404-88.1% | $158,922-93.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.17% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.7pp |
| Employer contribution / active EE | $953 | $3,689-74.2% | $3,262-70.8% | $4,761-80.0% |
| Participant deferral / active EE | $2,460 | $4,348-43.4% | $3,963-37.9% | $5,982-58.9% |
| Admin fee / account holder | $276 | $6,501-95.8% | $5,611-95.1% | $11,246-97.5% |