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 | $19,470 | $81,632-76.1% | $70,449-72.4% | $158,922-87.7% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 31.78% | 208.40%-176.6pp | 109.03%-77.2pp | 302.83%-271.0pp |
| Employer contribution / active EE | $721 | $3,217-77.6% | $2,737-73.7% | $4,761-84.9% |
| Participant deferral / active EE | $4,605 | $4,554+1.1% | $3,709+24.2% | $5,982-23.0% |
| Admin fee / account holder | $9 | $6,193-99.9% | $3,845-99.8% | $11,246-99.9% |