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 | $24,184 | $70,756-65.8% | $65,493-63.1% | $142,382-83.0% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 13.20% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $877 | $2,881-69.6% | $2,574-65.9% | $4,299-79.6% |
| Participant deferral / active EE | $1,341 | $4,637-71.1% | $3,961-66.2% | $6,507-79.4% |
| Admin fee / account holder | $248 | $6,559-96.2% | $5,028-95.1% | $12,624-98.0% |