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 | $12,706 | $64,839-80.4% | $95,585-86.7% | $84,808-85.0% |
| Participation rate | 90.2% | 63.8%+26.4pp | 72.1%+18.1pp | 68.3%+21.9pp |
| Annual return | 19.67% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $744 | $1,759-57.7% | $2,527-70.6% | $2,631-71.7% |
| Participant deferral / active EE | $2,539 | $2,965-14.4% | $4,023-36.9% | $4,212-39.7% |
| Admin fee / account holder | $209 | $5,964-96.5% | $6,127-96.6% | $7,344-97.1% |