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 | $25,334 | $72,400-65.0% | $67,502-62.5% | $145,922-82.6% |
| Participation rate | 76.2% | 76.9%-0.7pp | 72.9%+3.3pp | 80.3%-4.1pp |
| Annual return | 11.98% | 7182.46%-7170.5pp | 3512.12%-3500.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $637 | $3,069-79.2% | $2,731-76.7% | $4,660-86.3% |
| Participant deferral / active EE | $2,045 | $4,783-57.2% | $4,000-48.9% | $6,688-69.4% |
| Admin fee / account holder | $222 | $5,539-96.0% | $3,998-94.4% | $13,397-98.3% |