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 4-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 | $21,470 | $88,751-75.8% | $81,812-73.8% | $145,922-85.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 16.49% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,511 | $3,083-51.0% | $2,912-48.1% | $4,660-67.6% |
| Participant deferral / active EE | $3,138 | $4,643-32.4% | $4,319-27.3% | $6,688-53.1% |
| Admin fee / account holder | $125 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |