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 | $14,451 | $90,348-84.0% | $75,972-81.0% | $145,922-90.1% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.1%+26.6pp | 80.3%+15.4pp |
| Annual return | 12.91% | 620.88%-608.0pp | 359.55%-346.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,845 | $3,311-44.3% | $2,685-31.3% | $4,660-60.4% |
| Participant deferral / active EE | $4,417 | $5,162-14.4% | $4,255+3.8% | $6,688-34.0% |
| Admin fee / account holder | $133 | $8,467-98.4% | $6,467-97.9% | $13,397-99.0% |