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 | $12,750 | $109,327-88.3% | $89,391-85.7% | $158,922-92.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.0%+18.4pp | 82.0%+4.4pp |
| Annual return | 37.64% | 345.68%-308.0pp | 245.62%-208.0pp | 302.83%-265.2pp |
| Employer contribution / active EE | $654 | $3,170-79.4% | $2,586-74.7% | $4,761-86.3% |
| Participant deferral / active EE | $1,905 | $4,598-58.6% | $3,890-51.0% | $5,982-68.2% |
| Admin fee / account holder | $276 | $6,153-95.5% | $4,881-94.3% | $11,246-97.5% |