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 | $16,986 | $104,664-83.8% | $85,682-80.2% | $167,490-89.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 11.26% | 21.45%-10.2pp | 21.49%-10.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,696 | $3,337-49.2% | $2,618-35.2% | $4,837-64.9% |
| Participant deferral / active EE | $1,696 | $4,824-64.9% | $3,923-56.8% | $6,341-73.3% |
| Admin fee / account holder | $25 | $10,032-99.7% | $6,873-99.6% | $12,309-99.8% |