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 8-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 | $17,315 | $183,519-90.6% | $155,509-88.9% | $145,922-88.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 14.41% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,835 | $5,313-65.5% | $4,672-60.7% | $4,660-60.6% |
| Participant deferral / active EE | $3,755 | $6,462-41.9% | $5,626-33.3% | $6,688-43.9% |
| Admin fee / account holder | $116 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |