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 | $23,715 | $72,400-67.2% | $67,502-64.9% | $145,922-83.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 13.57% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $726 | $3,069-76.3% | $2,731-73.4% | $4,660-84.4% |
| Participant deferral / active EE | $1,205 | $4,783-74.8% | $4,000-69.9% | $6,688-82.0% |
| Admin fee / account holder | $175 | $5,539-96.8% | $3,998-95.6% | $13,397-98.7% |