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 | $21,960 | $106,890-79.5% | $84,015-73.9% | $152,861-85.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 25.87% | 104.99%-79.1pp | 71.31%-45.4pp | 345.32%-319.5pp |
| Employer contribution / active EE | $781 | $2,734-71.4% | $1,983-60.6% | $4,762-83.6% |
| Participant deferral / active EE | $2,534 | $4,011-36.8% | $3,239-21.7% | $5,850-56.7% |
| Admin fee / account holder | $1 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |