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 | $14,830 | $111,724-86.7% | $93,606-84.2% | $145,922-89.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 18.83% | 202.98%-184.2pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $891 | $3,090-71.2% | $2,420-63.2% | $4,660-80.9% |
| Participant deferral / active EE | $1,374 | $4,912-72.0% | $4,411-68.8% | $6,688-79.4% |
| Admin fee / account holder | $272 | $10,250-97.3% | $8,285-96.7% | $13,397-98.0% |