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 3-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 | $10,127 | $70,606-85.7% | $53,898-81.2% | $142,382-92.9% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 18.42% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,433 | $1,202+19.2% | $932+53.8% | $4,299-66.7% |
| Participant deferral / active EE | $1,501 | $2,364-36.5% | $1,826-17.8% | $6,507-76.9% |
| Admin fee / account holder | $55 | $2,852-98.1% | $2,491-97.8% | $12,624-99.6% |