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 | $21,432 | $57,281-62.6% | $86,612-75.3% | $75,163-71.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 21.28% | 2670.75%-2649.5pp | 591.07%-569.8pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,436 | $2,314-38.0% | $3,022-52.5% | $2,670-46.2% |
| Participant deferral / active EE | $3,111 | $3,318-6.2% | $4,438-29.9% | $4,125-24.6% |
| Admin fee / account holder | $84 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |