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 | $14,281 | $158,398-91.0% | $126,539-88.7% | $142,382-90.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 20.41% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,015 | $4,650-78.2% | $3,674-72.4% | $4,299-76.4% |
| Participant deferral / active EE | $2,922 | $4,767-38.7% | $4,083-28.4% | $6,507-55.1% |
| Admin fee / account holder | $40 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |