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 7-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 | $21,480 | $104,974-79.5% | $95,585-77.5% | $142,382-84.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 19.61% | 210.33%-190.7pp | 38.56%-18.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $781 | $2,779-71.9% | $2,527-69.1% | $4,299-81.8% |
| Participant deferral / active EE | $2,041 | $4,352-53.1% | $4,023-49.3% | $6,507-68.6% |
| Admin fee / account holder | $190 | $6,386-97.0% | $6,127-96.9% | $12,624-98.5% |