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 9-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 | $23,258 | $109,817-78.8% | $98,442-76.4% | $167,490-86.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 9.68% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $920 | $3,224-71.5% | $2,960-68.9% | $4,837-81.0% |
| Participant deferral / active EE | $920 | $4,673-80.3% | $4,276-78.5% | $6,341-85.5% |
| Admin fee / account holder | $116 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |