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 4-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 | $14,939 | $88,751-83.2% | $81,812-81.7% | $145,922-89.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.60% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,620 | $3,083-47.4% | $2,912-44.4% | $4,660-65.2% |
| Participant deferral / active EE | $2,335 | $4,643-49.7% | $4,319-45.9% | $6,688-65.1% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |