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 | $13,870 | $88,751-84.4% | $81,812-83.0% | $145,922-90.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.90% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,118 | $3,083-63.8% | $2,912-61.6% | $4,660-76.0% |
| Participant deferral / active EE | $1,611 | $4,643-65.3% | $4,319-62.7% | $6,688-75.9% |
| Admin fee / account holder | $28 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |