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 | $18,104 | $99,877-81.9% | $84,966-78.7% | $145,922-87.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 17.89% | 83.76%-65.9pp | 66.38%-48.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,222 | $3,231-62.2% | $2,727-55.2% | $4,660-73.8% |
| Participant deferral / active EE | $8,821 | $5,291+66.7% | $4,519+95.2% | $6,688+31.9% |
| Admin fee / account holder | $34 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |