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 | $13,880 | $76,000-81.7% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 8.21% | 30.32%-22.1pp | 735.12%-726.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,349 | $3,175-57.5% | $5,081-73.5% | $3,470-61.1% |
| Admin fee / account holder | $149 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |