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 5-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 | $14,394 | $22,587-36.3% | $65,255-77.9% | $75,163-80.9% |
| Participation rate | 75.6% | 63.1%+12.5pp | 65.0%+10.6pp | 67.2%+8.4pp |
| Annual return | 19.51% | 71.03%-51.5pp | 47.35%-27.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,979 | $941+110.4% | $1,691+17.0% | $2,670-25.9% |
| Participant deferral / active EE | $3,345 | $1,695+97.3% | $2,831+18.1% | $4,125-18.9% |
| Admin fee / account holder | $0 | $1,876-100.0% | $4,112-100.0% | $5,651-100.0% |