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 | $19,852 | $99,877-80.1% | $84,966-76.6% | $145,922-86.4% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.48% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,058 | $3,231-5.4% | $2,727+12.1% | $4,660-34.4% |
| Participant deferral / active EE | $2,685 | $5,291-49.3% | $4,519-40.6% | $6,688-59.9% |
| Admin fee / account holder | $94 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |