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 | $13,067 | $73,515-82.2% | $62,995-79.3% | $147,584-91.1% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 9.86% | 175.43%-165.6pp | 87.57%-77.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $757 | $3,320-77.2% | $2,759-72.6% | $4,876-84.5% |
| Participant deferral / active EE | $1,577 | $4,185-62.3% | $3,329-52.6% | $5,439-71.0% |
| Admin fee / account holder | $13 | $5,953-99.8% | $3,600-99.6% | $10,885-99.9% |