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 | $5,832 | $85,022-93.1% | $70,515-91.7% | $139,434-95.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.90% | 30.38%-8.5pp | 32.77%-10.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $819 | $3,909-79.0% | $2,973-72.5% | $4,751-82.8% |
| Participant deferral / active EE | $1,901 | $5,890-67.7% | $4,567-58.4% | $6,710-71.7% |
| Admin fee / account holder | $180 | $8,906-98.0% | $6,412-97.2% | $11,403-98.4% |