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 6-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 | $6,132 | $29,660-79.3% | $56,411-89.1% | $80,856-92.4% |
| Participation rate | 97.6% | 41.6%+55.9pp | 52.5%+45.1pp | 67.6%+29.9pp |
| Annual return | 14.93% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,146 | $669+71.3% | $1,039+10.4% | $2,755-58.4% |
| Participant deferral / active EE | $1,465 | $1,226+19.5% | $1,952-25.0% | $4,296-65.9% |
| Admin fee / account holder | $18 | $2,428-99.3% | $2,829-99.4% | $6,918-99.7% |