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 | $20,716 | $90,600-77.1% | $79,464-73.9% | $135,375-84.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 31.50% | 977.43%-945.9pp | 718.14%-686.6pp | 519.73%-488.2pp |
| Employer contribution / active EE | $609 | $3,068-80.1% | $2,800-78.2% | $4,779-87.3% |
| Participant deferral / active EE | $910 | $4,050-77.5% | $3,704-75.4% | $5,609-83.8% |
| Admin fee / account holder | $57 | $5,907-99.0% | $5,113-98.9% | $10,827-99.5% |