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 | $13,058 | $104,974-87.6% | $95,585-86.3% | $142,382-90.8% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 16.44% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $641 | $2,779-76.9% | $2,527-74.6% | $4,299-85.1% |
| Participant deferral / active EE | $1,260 | $4,352-71.1% | $4,023-68.7% | $6,507-80.6% |
| Admin fee / account holder | $141 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |