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 4-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 | $33,000 | $133,922-75.4% | $116,228-71.6% | $142,382-76.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 25.41% | 147.76%-122.4pp | 90.06%-64.6pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,050 | $3,446-69.5% | $2,994-64.9% | $4,299-75.6% |
| Participant deferral / active EE | $7,994 | $5,672+40.9% | $4,953+61.4% | $6,507+22.9% |
| Admin fee / account holder | $69 | $14,945-99.5% | $11,989-99.4% | $12,624-99.5% |