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 6-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 | $19,147 | $76,738-75.0% | $56,411-66.1% | $145,922-86.9% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 11.95% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,573 | $1,380+14.0% | $1,039+51.5% | $4,660-66.2% |
| Participant deferral / active EE | $2,515 | $2,623-4.1% | $1,952+28.8% | $6,688-62.4% |
| Admin fee / account holder | $92 | $3,334-97.2% | $2,829-96.7% | $13,397-99.3% |