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 5-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 | $12,671 | $78,959-84.0% | $58,748-78.4% | $167,490-92.4% |
| Participation rate | 83.3% | 72.6%+10.7pp | 61.9%+21.4pp | 82.1%+1.2pp |
| Annual return | 18.51% | 15.27%+3.2pp | 141.32%-122.8pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,998 | $4,983-59.9% | $3,543-43.6% | $4,837-58.7% |
| Participant deferral / active EE | $4,539 | $5,362-15.4% | $4,104+10.6% | $6,341-28.4% |
| Admin fee / account holder | $0 | $886-100.0% | $854-100.0% | $12,309-100.0% |