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 | $20,433 | $111,754-81.7% | $103,333-80.2% | $145,922-86.0% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 14.99% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,972 | $4,212-53.2% | $3,868-49.0% | $4,660-57.7% |
| Participant deferral / active EE | $2,761 | $5,619-50.9% | $5,057-45.4% | $6,688-58.7% |
| Admin fee / account holder | $85 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |