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 | $23,314 | $108,172-78.4% | $77,482-69.9% | $158,922-85.3% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 18.28% | 31.67%-13.4pp | 54.79%-36.5pp | 302.83%-284.5pp |
| Employer contribution / active EE | $792 | $1,325-40.2% | $986-19.7% | $4,761-83.4% |
| Participant deferral / active EE | $4,255 | $2,456+73.2% | $1,861+128.6% | $5,982-28.9% |
| Admin fee / account holder | $106 | $3,708-97.1% | $2,858-96.3% | $11,246-99.1% |