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 | $12,590 | $88,751-85.8% | $81,812-84.6% | $145,922-91.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.21% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $931 | $3,083-69.8% | $2,912-68.0% | $4,660-80.0% |
| Participant deferral / active EE | $2,019 | $4,643-56.5% | $4,319-53.3% | $6,688-69.8% |
| Admin fee / account holder | $116 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |