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 5-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 | $15,212 | $88,751-82.9% | $81,812-81.4% | $145,922-89.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.99% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $745 | $3,083-75.8% | $2,912-74.4% | $4,660-84.0% |
| Participant deferral / active EE | $2,752 | $4,643-40.7% | $4,319-36.3% | $6,688-58.8% |
| Admin fee / account holder | $109 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |