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 | $15,724 | $104,486-85.0% | $76,817-79.5% | $152,861-89.7% |
| Participation rate | 73.7% | 76.6%-2.9pp | 72.1%+1.6pp | 82.4%-8.8pp |
| Annual return | 10.80% | 1013.37%-1002.6pp | 1166.11%-1155.3pp | 345.32%-334.5pp |
| Employer contribution / active EE | $816 | $3,116-73.8% | $2,302-64.5% | $4,762-82.9% |
| Participant deferral / active EE | $1,668 | $4,236-60.6% | $3,336-50.0% | $5,850-71.5% |
| Admin fee / account holder | $191 | $12,275-98.4% | $6,420-97.0% | $11,596-98.4% |