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 | $19,404 | $99,341-80.5% | $84,750-77.1% | $273,961-92.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 794.88% | 22.93%+772.0pp | 22.78%+772.1pp | 41.45%+753.4pp |
| Employer contribution / active EE | $1,420 | $4,214-66.3% | $3,574-60.3% | $4,869-70.8% |
| Participant deferral / active EE | $2,856 | $4,269-33.1% | $3,712-23.1% | $5,287-46.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |