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 | $26,578 | $88,751-70.1% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.08% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,791 | $3,083-41.9% | $2,912-38.5% | $4,660-61.6% |
| Participant deferral / active EE | $6,400 | $4,643+37.8% | $4,319+48.2% | $6,688-4.3% |
| Admin fee / account holder | $277 | $8,415-96.7% | $7,386-96.3% | $13,397-97.9% |