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 9-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 | $9,611 | $81,625-88.2% | $58,482-83.6% | $139,434-93.1% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 20.81% | 7404.20%-7383.4pp | 4239.32%-4218.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,571 | $1,398+12.4% | $1,053+49.2% | $4,751-66.9% |
| Participant deferral / active EE | $3,831 | $2,557+49.8% | $1,924+99.1% | $6,710-42.9% |
| Admin fee / account holder | $217 | $3,265-93.4% | $2,516-91.4% | $11,403-98.1% |