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 6-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 | $19,478 | $96,305-79.8% | $80,569-75.8% | $139,434-86.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 19.07% | 1350.08%-1331.0pp | 935.43%-916.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,481 | $3,262-54.6% | $2,723-45.6% | $4,751-68.8% |
| Participant deferral / active EE | $3,021 | $5,232-42.3% | $4,447-32.1% | $6,710-55.0% |
| Admin fee / account holder | $32 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |