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 | $28,107 | $158,398-82.3% | $126,539-77.8% | $142,382-80.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 20.26% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,541 | $4,650-66.9% | $3,674-58.0% | $4,299-64.1% |
| Participant deferral / active EE | $5,743 | $4,767+20.5% | $4,083+40.7% | $6,507-11.7% |
| Admin fee / account holder | $181 | $6,918-97.4% | $6,065-97.0% | $12,624-98.6% |