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 5-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 | $14,323 | $93,024-84.6% | $77,024-81.4% | $134,475-89.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | 14.65% | 62.60%-47.9pp | 42.32%-27.7pp | 417.96%-403.3pp |
| Employer contribution / active EE | $1,628 | $3,418-52.4% | $2,812-42.1% | $4,740-65.6% |
| Participant deferral / active EE | $6,776 | $5,238+29.4% | $4,426+53.1% | $6,400+5.9% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |