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 | $13,277 | $108,172-87.7% | $77,482-82.9% | $158,922-91.6% |
| Participation rate | 95.0% | 64.4%+30.6pp | 54.2%+40.8pp | 82.0%+13.0pp |
| Annual return | 18.39% | 31.67%-13.3pp | 54.79%-36.4pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,069 | $1,325-19.3% | $986+8.3% | $4,761-77.6% |
| Participant deferral / active EE | $1,684 | $2,456-31.4% | $1,861-9.5% | $5,982-71.8% |
| Admin fee / account holder | $191 | $3,708-94.8% | $2,858-93.3% | $11,246-98.3% |