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 6-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 | $20,184 | $109,817-81.6% | $98,442-79.5% | $167,490-87.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 24.64% | 1956.69%-1932.1pp | 1492.73%-1468.1pp | 478.56%-453.9pp |
| Employer contribution / active EE | $907 | $3,224-71.9% | $2,960-69.3% | $4,837-81.2% |
| Participant deferral / active EE | $5,505 | $4,673+17.8% | $4,276+28.7% | $6,341-13.2% |
| Admin fee / account holder | $132 | $6,753-98.0% | $5,949-97.8% | $12,309-98.9% |