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 8-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 | $17,422 | $107,334-83.8% | $92,893-81.2% | $152,861-88.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 19.12% | 145.58%-126.5pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,303 | $4,221-69.1% | $3,653-64.3% | $4,762-72.6% |
| Participant deferral / active EE | $5,026 | $4,845+3.7% | $4,236+18.6% | $5,850-14.1% |
| Admin fee / account holder | $47 | $7,079-99.3% | $5,794-99.2% | $11,596-99.6% |