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 | $12,731 | $96,484-86.8% | $75,886-83.2% | $152,861-91.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,000 | $3,309-39.6% | $2,500-20.0% | $4,762-58.0% |
| Participant deferral / active EE | $10,010 | $4,553+119.9% | $3,603+177.8% | $5,850+71.1% |
| Admin fee / account holder | $55 | $8,078-99.3% | $5,418-99.0% | $11,596-99.5% |