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 5-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 | $12,938 | $127,264-89.8% | $109,895-88.2% | $167,490-92.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,334 | $3,322-29.8% | $2,842-17.9% | $4,837-51.8% |
| Participant deferral / active EE | $8,548 | $4,514+89.4% | $4,048+111.2% | $6,341+34.8% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |