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 | $16,433 | $104,907-84.3% | $84,611-80.6% | $152,861-89.2% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 29.45% | 373.79%-344.3pp | 258.74%-229.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,156 | $3,302-65.0% | $2,652-56.4% | $4,762-75.7% |
| Participant deferral / active EE | $4,015 | $4,688-14.3% | $3,899+3.0% | $5,850-31.4% |
| Admin fee / account holder | $49 | $6,241-99.2% | $4,912-99.0% | $11,596-99.6% |