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 | $14,420 | $99,020-85.4% | $86,590-83.3% | $147,584-90.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.09% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,924 | $3,132-38.6% | $2,839-32.2% | $4,876-60.5% |
| Participant deferral / active EE | $3,445 | $3,972-13.3% | $3,609-4.5% | $5,439-36.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |