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 | $13,523 | $72,400-81.3% | $67,502-80.0% | $145,922-90.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 13.57% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,613 | $3,069-47.5% | $2,731-40.9% | $4,660-65.4% |
| Participant deferral / active EE | $2,894 | $4,783-39.5% | $4,000-27.7% | $6,688-56.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |