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 9-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 | $18,586 | $101,069-81.6% | $81,478-77.2% | $147,584-87.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 15.79% | 32.40%-16.6pp | 38.78%-23.0pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,891 | $3,205-41.0% | $2,568-26.4% | $4,876-61.2% |
| Participant deferral / active EE | $8,433 | $4,242+98.8% | $3,537+138.5% | $5,439+55.1% |
| Admin fee / account holder | $202 | $5,812-96.5% | $4,561-95.6% | $10,885-98.1% |