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 4-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 | $14,085 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 18.43% | 65.07%-46.6pp | 58.88%-40.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $987 | $4,810-79.5% | $4,305-77.1% | $4,299-77.0% |
| Participant deferral / active EE | $1,999 | $6,272-68.1% | $5,540-63.9% | $6,507-69.3% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |