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 | $15,226 | $117,381-87.0% | $99,443-84.7% | $152,861-90.0% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 34.29% | 31.87%+2.4pp | 30.72%+3.6pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,407 | $3,013-53.3% | $2,540-44.6% | $4,762-70.5% |
| Participant deferral / active EE | $5,169 | $4,086+26.5% | $3,619+42.8% | $5,850-11.6% |
| Admin fee / account holder | $84 | $7,631-98.9% | $6,250-98.7% | $11,596-99.3% |