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 | $6,355 | $76,738-91.7% | $56,411-88.7% | $145,922-95.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 12.44% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $129 | $1,380-90.6% | $1,039-87.6% | $4,660-97.2% |
| Participant deferral / active EE | $1,452 | $2,623-44.6% | $1,952-25.6% | $6,688-78.3% |
| Admin fee / account holder | $191 | $3,334-94.3% | $2,829-93.3% | $13,397-98.6% |