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 8-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 | $13,428 | $74,888-82.1% | $71,209-81.1% | $142,382-90.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 24.99% | 345.14%-320.2pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,316 | $2,854-53.9% | $2,721-51.6% | $4,299-69.4% |
| Participant deferral / active EE | $2,777 | $4,454-37.7% | $4,175-33.5% | $6,507-57.3% |
| Admin fee / account holder | $132 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |