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 7-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 | $20,719 | $96,305-78.5% | $80,569-74.3% | $139,434-85.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.83% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,569 | $3,262-51.9% | $2,723-42.4% | $4,751-67.0% |
| Participant deferral / active EE | $2,781 | $5,232-46.8% | $4,447-37.5% | $6,710-58.6% |
| Admin fee / account holder | $25 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |