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 | $16,941 | $45,152-62.5% | $73,843-77.1% | $59,632-71.6% |
| Participation rate | 97.6% | 64.0%+33.5pp | 73.4%+24.1pp | 68.7%+28.9pp |
| Annual return | 5.89% | 27.40%-21.5pp | 2267.84%-2261.9pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $1,368 | $1,902-28.0% | $2,787-50.9% | $2,203-37.9% |
| Participant deferral / active EE | $2,274 | $2,574-11.6% | $3,583-36.5% | $3,192-28.7% |
| Admin fee / account holder | $65 | $3,516-98.2% | $4,880-98.7% | $4,297-98.5% |