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 | $10,311 | $100,773-89.8% | $88,946-88.4% | $142,382-92.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.83% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,056 | $2,918-63.8% | $2,555-58.7% | $4,299-75.4% |
| Participant deferral / active EE | $2,313 | $5,230-55.8% | $4,581-49.5% | $6,507-64.5% |
| Admin fee / account holder | $106 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |