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 6-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 | $12,119 | $110,261-89.0% | $95,745-87.3% | $139,434-91.3% |
| Participation rate | 92.3% | 75.8%+16.6pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 52.39% | 27.11%+25.3pp | 28.35%+24.0pp | 372.94%-320.6pp |
| Employer contribution / active EE | $1,886 | $3,257-42.1% | $2,835-33.4% | $4,751-60.3% |
| Participant deferral / active EE | $3,493 | $4,676-25.3% | $4,245-17.7% | $6,710-47.9% |
| Admin fee / account holder | $12 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |