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 | $11,748 | $88,751-86.8% | $81,812-85.6% | $145,922-91.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 15.30% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,238 | $3,083-59.9% | $2,912-57.5% | $4,660-73.4% |
| Participant deferral / active EE | $1,684 | $4,643-63.7% | $4,319-61.0% | $6,688-74.8% |
| Admin fee / account holder | $177 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |