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 | $17,326 | $88,751-80.5% | $81,812-78.8% | $145,922-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.50% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,134 | $3,083-63.2% | $2,912-61.1% | $4,660-75.7% |
| Participant deferral / active EE | $1,694 | $4,643-63.5% | $4,319-60.8% | $6,688-74.7% |
| Admin fee / account holder | $87 | $8,415-99.0% | $7,386-98.8% | $13,397-99.3% |