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 | $16,045 | $96,635-83.4% | $86,612-81.5% | $139,434-88.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 26.12% | 106.41%-80.3pp | 591.07%-564.9pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,424 | $3,263-56.4% | $3,022-52.9% | $4,751-70.0% |
| Participant deferral / active EE | $6,234 | $4,836+28.9% | $4,438+40.5% | $6,710-7.1% |
| Admin fee / account holder | $184 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |