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 | $11,206 | $109,817-89.8% | $98,442-88.6% | $167,490-93.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 15.42% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,479 | $3,224-54.1% | $2,960-50.0% | $4,837-69.4% |
| Participant deferral / active EE | $2,872 | $4,673-38.5% | $4,276-32.8% | $6,341-54.7% |
| Admin fee / account holder | $93 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |