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 | $14,541 | $99,918-85.4% | $81,382-82.1% | $145,922-90.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 9.83% | 34.32%-24.5pp | 24.73%-14.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,296 | $2,978-22.9% | $2,463-6.8% | $4,660-50.7% |
| Participant deferral / active EE | $2,296 | $4,605-50.1% | $3,883-40.9% | $6,688-65.7% |
| Admin fee / account holder | $107 | $8,212-98.7% | $5,768-98.2% | $13,397-99.2% |