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 | $14,411 | $109,817-86.9% | $98,442-85.4% | $167,490-91.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 32.07% | 1956.69%-1924.6pp | 1492.73%-1460.7pp | 478.56%-446.5pp |
| Employer contribution / active EE | $1,231 | $3,224-61.8% | $2,960-58.4% | $4,837-74.6% |
| Participant deferral / active EE | $2,228 | $4,673-52.3% | $4,276-47.9% | $6,341-64.9% |
| Admin fee / account holder | $107 | $6,753-98.4% | $5,949-98.2% | $12,309-99.1% |