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 | $11,780 | $70,606-83.3% | $53,898-78.1% | $142,382-91.7% |
| Participation rate | 95.7% | 63.7%+31.9pp | 55.0%+40.7pp | 80.1%+15.5pp |
| Annual return | 24.36% | 619.81%-595.5pp | 528.60%-504.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $880 | $1,202-26.8% | $932-5.6% | $4,299-79.5% |
| Participant deferral / active EE | $2,523 | $2,364+6.7% | $1,826+38.2% | $6,507-61.2% |
| Admin fee / account holder | $101 | $2,852-96.5% | $2,491-95.9% | $12,624-99.2% |