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 | $11,295 | $100,773-88.8% | $88,946-87.3% | $142,382-92.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 21.32% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $760 | $2,918-74.0% | $2,555-70.3% | $4,299-82.3% |
| Participant deferral / active EE | $987 | $5,230-81.1% | $4,581-78.5% | $6,507-84.8% |
| Admin fee / account holder | $113 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |