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 4-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 | $10,865 | $169,032-93.6% | $129,207-91.6% | $145,922-92.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.92% | 14330.11%-14312.2pp | 9417.33%-9399.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $611 | $5,537-89.0% | $4,153-85.3% | $4,660-86.9% |
| Participant deferral / active EE | $595 | $4,987-88.1% | $4,168-85.7% | $6,688-91.1% |
| Admin fee / account holder | $139 | $9,954-98.6% | $7,715-98.2% | $13,397-99.0% |