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 | $13,824 | $69,207-80.0% | $64,056-78.4% | $139,434-90.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 10.50% | 45.88%-35.4pp | 33.69%-23.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $530 | $3,182-83.3% | $2,747-80.7% | $4,751-88.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $49 | $4,244-98.8% | $3,068-98.4% | $11,403-99.6% |