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 | $11,901 | $109,327-89.1% | $89,391-86.7% | $158,922-92.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 21.10% | 345.68%-324.6pp | 245.62%-224.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $943 | $3,170-70.3% | $2,586-63.5% | $4,761-80.2% |
| Participant deferral / active EE | $1,252 | $4,598-72.8% | $3,890-67.8% | $5,982-79.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |