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 | $20,630 | $72,400-71.5% | $67,502-69.4% | $145,922-85.9% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.68% | 7182.46%-7168.8pp | 3512.12%-3498.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,579 | $3,069-48.6% | $2,731-42.2% | $4,660-66.1% |
| Participant deferral / active EE | $8,194 | $4,783+71.3% | $4,000+104.8% | $6,688+22.5% |
| Admin fee / account holder | $145 | $5,539-97.4% | $3,998-96.4% | $13,397-98.9% |