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 | $17,100 | $91,190-81.2% | $178,490-90.4% | $79,858-78.6% |
| Participation rate | 76.5% | 69.2%+7.3pp | 81.9%-5.5pp | 69.6%+6.8pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $499 | $3,256-84.7% | $5,011-90.0% | $2,471-79.8% |
| Participant deferral / active EE | $985 | $3,236-69.5% | $5,202-81.1% | $3,740-73.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |