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 | $16,408 | $60,124-72.7% | $90,404-81.8% | $79,858-79.5% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+25.0pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $739 | $2,068-64.2% | $3,262-77.3% | $2,471-70.1% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |