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 5-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 | $11,769 | $88,751-86.7% | $81,812-85.6% | $145,922-91.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 27.77% | 1025.40%-997.6pp | 773.79%-746.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $1,744 | $3,083-43.4% | $2,912-40.1% | $4,660-62.6% |
| Participant deferral / active EE | $2,451 | $4,643-47.2% | $4,319-43.3% | $6,688-63.4% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |