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 | $11,473 | $106,515-89.2% | $96,683-88.1% | $139,434-91.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.44% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,382 | $4,103-66.3% | $3,737-63.0% | $4,751-70.9% |
| Participant deferral / active EE | $4,753 | $5,454-12.9% | $4,878-2.6% | $6,710-29.2% |
| Admin fee / account holder | $172 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |