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 | $12,371 | $72,400-82.9% | $67,502-81.7% | $145,922-91.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 14.67% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,468 | $3,069-52.2% | $2,731-46.3% | $4,660-68.5% |
| Participant deferral / active EE | $2,302 | $4,783-51.9% | $4,000-42.4% | $6,688-65.6% |
| Admin fee / account holder | $114 | $5,539-98.0% | $3,998-97.2% | $13,397-99.2% |