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 | $12,324 | $106,584-88.4% | $101,326-87.8% | $142,382-91.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 20.70% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,111 | $3,956-71.9% | $3,665-69.7% | $4,299-74.2% |
| Participant deferral / active EE | $2,608 | $8,297-68.6% | $7,994-67.4% | $6,507-59.9% |
| Admin fee / account holder | $104 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |