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 | $25,174 | $69,207-63.6% | $64,056-60.7% | $139,434-81.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.46% | 45.88%-28.4pp | 33.69%-16.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,377 | $3,182-56.7% | $2,747-49.9% | $4,751-71.0% |
| Participant deferral / active EE | $2,221 | $4,682-52.6% | $3,880-42.8% | $6,710-66.9% |
| Admin fee / account holder | $273 | $4,244-93.6% | $3,068-91.1% | $11,403-97.6% |