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 | $13,769 | $96,305-85.7% | $80,569-82.9% | $139,434-90.1% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 38.85% | 1350.08%-1311.2pp | 935.43%-896.6pp | 372.94%-334.1pp |
| Employer contribution / active EE | $1,401 | $3,262-57.0% | $2,723-48.6% | $4,751-70.5% |
| Participant deferral / active EE | $4,078 | $5,232-22.1% | $4,447-8.3% | $6,710-39.2% |
| Admin fee / account holder | $42 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |