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 | $15,337 | $100,773-84.8% | $88,946-82.8% | $142,382-89.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 11.44% | 70.18%-58.7pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $348 | $2,918-88.1% | $2,555-86.4% | $4,299-91.9% |
| Participant deferral / active EE | $1,343 | $5,230-74.3% | $4,581-70.7% | $6,507-79.4% |
| Admin fee / account holder | $95 | $9,693-99.0% | $8,261-98.9% | $12,624-99.2% |