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 7-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 | $22,804 | $111,754-79.6% | $103,333-77.9% | $145,922-84.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.62% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,197 | $4,212-0.4% | $3,868+8.5% | $4,660-9.9% |
| Participant deferral / active EE | $12,320 | $5,619+119.3% | $5,057+143.6% | $6,688+84.2% |
| Admin fee / account holder | $230 | $9,750-97.6% | $8,355-97.2% | $13,397-98.3% |