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 | $18,073 | $102,966-82.4% | $90,281-80.0% | $152,861-88.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 28.71% | 95.16%-66.5pp | 78.10%-49.4pp | 345.32%-316.6pp |
| Employer contribution / active EE | $592 | $3,139-81.2% | $2,854-79.3% | $4,762-87.6% |
| Participant deferral / active EE | $1,967 | $4,281-54.0% | $3,885-49.4% | $5,850-66.4% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |