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 3-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 | $19,231 | $29,660-35.2% | $56,411-65.9% | $80,856-76.2% |
| Participation rate | 73.0% | 41.6%+31.3pp | 52.5%+20.5pp | 67.6%+5.3pp |
| Annual return | 18.45% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $7,034 | $669+950.8% | $1,039+577.2% | $2,755+155.3% |
| Participant deferral / active EE | $5,997 | $1,226+389.2% | $1,952+207.3% | $4,296+39.6% |
| Admin fee / account holder | $133 | $2,428-94.5% | $2,829-95.3% | $6,918-98.1% |