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 8-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 | $12,525 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.3%+23.5pp | 80.3%+15.6pp |
| Annual return | 13.15% | 1025.40%-1012.3pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,338 | $3,083-56.6% | $2,912-54.1% | $4,660-71.3% |
| Participant deferral / active EE | $2,472 | $4,643-46.8% | $4,319-42.8% | $6,688-63.0% |
| Admin fee / account holder | $17 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |