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 | $15,743 | $96,635-83.7% | $86,612-81.8% | $139,434-88.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 20.95% | 106.41%-85.5pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,605 | $3,263-50.8% | $3,022-46.9% | $4,751-66.2% |
| Participant deferral / active EE | $3,305 | $4,836-31.7% | $4,438-25.5% | $6,710-50.7% |
| Admin fee / account holder | $288 | $6,408-95.5% | $5,614-94.9% | $11,403-97.5% |