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 | $12,734 | $106,584-88.1% | $101,326-87.4% | $142,382-91.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 94.53% | 36.93%+57.6pp | 36.82%+57.7pp | 217.08%-122.5pp |
| Employer contribution / active EE | $1,684 | $3,956-57.4% | $3,665-54.1% | $4,299-60.8% |
| Participant deferral / active EE | $5,736 | $8,297-30.9% | $7,994-28.3% | $6,507-11.9% |
| Admin fee / account holder | $14 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |