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 | $28,380 | $72,400-60.8% | $67,502-58.0% | $145,922-80.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.05% | 7182.46%-7170.4pp | 3512.12%-3500.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,350 | $3,069-56.0% | $2,731-50.6% | $4,660-71.0% |
| Participant deferral / active EE | $7,910 | $4,783+65.4% | $4,000+97.8% | $6,688+18.3% |
| Admin fee / account holder | $242 | $5,539-95.6% | $3,998-93.9% | $13,397-98.2% |