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 | $17,948 | $118,849-84.9% | $96,562-81.4% | $167,490-89.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.25% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $6,250 | $3,120+100.3% | $2,356+165.2% | $4,837+29.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $128 | $8,065-98.4% | $6,181-97.9% | $12,309-99.0% |