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 4-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 | $12,080 | $117,983-89.8% | $101,794-88.1% | $142,382-91.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 16.76% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $663 | $2,773-76.1% | $2,289-71.1% | $4,299-84.6% |
| Participant deferral / active EE | $1,603 | $4,714-66.0% | $4,084-60.7% | $6,507-75.4% |
| Admin fee / account holder | $155 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |