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 | $24,010 | $133,922-82.1% | $116,228-79.3% | $142,382-83.1% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 21.53% | 147.76%-126.2pp | 90.06%-68.5pp | 217.08%-195.5pp |
| Employer contribution / active EE | $956 | $3,446-72.3% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $4,062 | $5,672-28.4% | $4,953-18.0% | $6,507-37.6% |
| Admin fee / account holder | $150 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |