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 6-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 | $12,838 | $70,756-81.9% | $65,493-80.4% | $142,382-91.0% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 18.62% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,172 | $2,881-59.3% | $2,574-54.5% | $4,299-72.7% |
| Participant deferral / active EE | $2,409 | $4,637-48.1% | $3,961-39.2% | $6,507-63.0% |
| Admin fee / account holder | $296 | $6,559-95.5% | $5,028-94.1% | $12,624-97.7% |