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 | $12,574 | $169,032-92.6% | $129,207-90.3% | $145,922-91.4% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 13.58% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $636 | $5,537-88.5% | $4,153-84.7% | $4,660-86.4% |
| Participant deferral / active EE | $1,769 | $4,987-64.5% | $4,168-57.6% | $6,688-73.6% |
| Admin fee / account holder | $218 | $9,954-97.8% | $7,715-97.2% | $13,397-98.4% |