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 | $23,562 | $107,334-78.0% | $92,893-74.6% | $152,861-84.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 23.81% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,706 | $4,221-59.6% | $3,653-53.3% | $4,762-64.2% |
| Participant deferral / active EE | $6,436 | $4,845+32.8% | $4,236+51.9% | $5,850+10.0% |
| Admin fee / account holder | $123 | $7,079-98.3% | $5,794-97.9% | $11,596-98.9% |