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 | $12,772 | $70,756-81.9% | $65,493-80.5% | $142,382-91.0% |
| Participation rate | 89.5% | 77.4%+12.1pp | 73.1%+16.4pp | 80.1%+9.4pp |
| Annual return | 19.43% | 1754.89%-1735.5pp | 982.45%-963.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $566 | $2,881-80.4% | $2,574-78.0% | $4,299-86.8% |
| Participant deferral / active EE | $2,836 | $4,637-38.8% | $3,961-28.4% | $6,507-56.4% |
| Admin fee / account holder | $139 | $6,559-97.9% | $5,028-97.2% | $12,624-98.9% |