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 5-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 | $11,223 | $70,756-84.1% | $65,493-82.9% | $142,382-92.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 24.27% | 1754.89%-1730.6pp | 982.45%-958.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,273 | $2,881-55.8% | $2,574-50.5% | $4,299-70.4% |
| Participant deferral / active EE | $1,259 | $4,637-72.8% | $3,961-68.2% | $6,507-80.6% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |