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 8-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 | $17,877 | $84,696-78.9% | $75,696-76.4% | $167,490-89.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.8pp |
| Annual return | 12.23% | 199.36%-187.1pp | 104.53%-92.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $938 | $3,230-71.0% | $2,743-65.8% | $4,837-80.6% |
| Participant deferral / active EE | $2,026 | $4,580-55.8% | $3,821-47.0% | $6,341-68.0% |
| Admin fee / account holder | $115 | $5,355-97.9% | $3,619-96.8% | $12,309-99.1% |