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 | $25,901 | $88,751-70.8% | $81,812-68.3% | $145,922-82.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.79% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $550 | $3,083-82.2% | $2,912-81.1% | $4,660-88.2% |
| Participant deferral / active EE | $1,675 | $4,643-63.9% | $4,319-61.2% | $6,688-75.0% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |