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 | $13,199 | $110,502-88.1% | $80,716-83.6% | $167,490-92.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 19.19% | 120.54%-101.3pp | 87.28%-68.1pp | 478.56%-459.4pp |
| Employer contribution / active EE | $818 | $1,543-47.0% | $1,160-29.5% | $4,837-83.1% |
| Participant deferral / active EE | $4,621 | $2,871+61.0% | $2,146+115.4% | $6,341-27.1% |
| Admin fee / account holder | $81 | $4,545-98.2% | $3,380-97.6% | $12,309-99.3% |