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 3-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 | $12,510 | $99,877-87.5% | $84,966-85.3% | $145,922-91.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.50% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,981 | $3,231-38.7% | $2,727-27.4% | $4,660-57.5% |
| Participant deferral / active EE | $2,053 | $5,291-61.2% | $4,519-54.6% | $6,688-69.3% |
| Admin fee / account holder | $18 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |