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 5-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 | $7,821 | $88,751-91.2% | $81,812-90.4% | $145,922-94.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.32% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,110 | $3,083-64.0% | $2,912-61.9% | $4,660-76.2% |
| Participant deferral / active EE | $1,509 | $4,643-67.5% | $4,319-65.1% | $6,688-77.4% |
| Admin fee / account holder | $22 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |