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 6-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 | $23,493 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.06% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $560 | $3,083-81.8% | $2,912-80.8% | $4,660-88.0% |
| Participant deferral / active EE | $877 | $4,643-81.1% | $4,319-79.7% | $6,688-86.9% |
| Admin fee / account holder | $135 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |