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 | $28,411 | $169,032-83.2% | $129,207-78.0% | $145,922-80.5% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 7.87% | 14330.11%-14322.2pp | 9417.33%-9409.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,230 | $5,537-77.8% | $4,153-70.4% | $4,660-73.6% |
| Participant deferral / active EE | $1,551 | $4,987-68.9% | $4,168-62.8% | $6,688-76.8% |
| Admin fee / account holder | $133 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |