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 7-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 | $13,791 | $114,381-87.9% | $107,525-87.2% | $142,382-90.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.24% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,522 | $4,015-62.1% | $3,754-59.5% | $4,299-64.6% |
| Participant deferral / active EE | $3,399 | $5,564-38.9% | $5,116-33.6% | $6,507-47.8% |
| Admin fee / account holder | $68 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |