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 8-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 | $16,309 | $102,604-84.1% | $86,188-81.1% | $139,434-88.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 21.65% | 1922.51%-1900.9pp | 1168.45%-1146.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $553 | $3,032-81.8% | $2,380-76.8% | $4,751-88.4% |
| Participant deferral / active EE | $2,501 | $4,676-46.5% | $3,985-37.2% | $6,710-62.7% |
| Admin fee / account holder | $77 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |