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 | $18,837 | $88,751-78.8% | $81,812-77.0% | $145,922-87.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,608 | $3,083-47.8% | $2,912-44.8% | $4,660-65.5% |
| Participant deferral / active EE | $4,020 | $4,643-13.4% | $4,319-6.9% | $6,688-39.9% |
| Admin fee / account holder | $93 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |