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 | $15,544 | $99,918-84.4% | $81,382-80.9% | $145,922-89.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 11.01% | 34.32%-23.3pp | 24.73%-13.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,114 | $2,978-62.6% | $2,463-54.8% | $4,660-76.1% |
| Participant deferral / active EE | $2,154 | $4,605-53.2% | $3,883-44.5% | $6,688-67.8% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |