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 | $17,102 | $100,852-83.0% | $90,404-81.1% | $158,922-89.2% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 14.08% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $849 | $3,689-77.0% | $3,262-74.0% | $4,761-82.2% |
| Participant deferral / active EE | $889 | $4,348-79.6% | $3,963-77.6% | $5,982-85.1% |
| Admin fee / account holder | $86 | $6,501-98.7% | $5,611-98.5% | $11,246-99.2% |