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 | $15,961 | $72,400-78.0% | $67,502-76.4% | $145,922-89.1% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 12.87% | 7182.46%-7169.6pp | 3512.12%-3499.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $576 | $3,069-81.2% | $2,731-78.9% | $4,660-87.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $135 | $5,539-97.6% | $3,998-96.6% | $13,397-99.0% |