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 7-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 | $17,534 | $104,907-83.3% | $84,611-79.3% | $152,861-88.5% |
| Participation rate | 88.2% | 74.8%+13.4pp | 68.2%+20.0pp | 82.4%+5.8pp |
| Annual return | 26.24% | 373.79%-347.5pp | 258.74%-232.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,891 | $3,302-42.7% | $2,652-28.7% | $4,762-60.3% |
| Participant deferral / active EE | $3,170 | $4,688-32.4% | $3,899-18.7% | $5,850-45.8% |
| Admin fee / account holder | $55 | $6,241-99.1% | $4,912-98.9% | $11,596-99.5% |