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 | $16,794 | $74,888-77.6% | $71,209-76.4% | $142,382-88.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 13.97% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $723 | $2,854-74.7% | $2,721-73.4% | $4,299-83.2% |
| Participant deferral / active EE | $3,278 | $4,454-26.4% | $4,175-21.5% | $6,507-49.6% |
| Admin fee / account holder | $149 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |