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 | $26,667 | $104,974-74.6% | $95,585-72.1% | $142,382-81.3% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 20.94% | 210.33%-189.4pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,268 | $2,779-54.4% | $2,527-49.8% | $4,299-70.5% |
| Participant deferral / active EE | $6,528 | $4,352+50.0% | $4,023+62.3% | $6,507+0.3% |
| Admin fee / account holder | $247 | $6,386-96.1% | $6,127-96.0% | $12,624-98.0% |