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 4-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 | $19,300 | $70,756-72.7% | $65,493-70.5% | $142,382-86.4% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 21.18% | 1754.89%-1733.7pp | 982.45%-961.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,743 | $2,881-39.5% | $2,574-32.3% | $4,299-59.5% |
| Participant deferral / active EE | $2,586 | $4,637-44.2% | $3,961-34.7% | $6,507-60.3% |
| Admin fee / account holder | $125 | $6,559-98.1% | $5,028-97.5% | $12,624-99.0% |