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 | $13,701 | $65,409-79.1% | $98,442-86.1% | $85,850-84.0% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.6pp | 69.3%+19.6pp |
| Annual return | 17.61% | 21.76%-4.2pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $466 | $2,168-78.5% | $2,960-84.3% | $2,565-81.8% |
| Participant deferral / active EE | $1,882 | $3,166-40.6% | $4,276-56.0% | $3,952-52.4% |
| Admin fee / account holder | $199 | $4,593-95.7% | $5,949-96.7% | $6,260-96.8% |