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 | $14,125 | $74,888-81.1% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 15.88% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $558 | $2,854-80.5% | $2,721-79.5% | $4,299-87.0% |
| Participant deferral / active EE | $846 | $4,454-81.0% | $4,175-79.7% | $6,507-87.0% |
| Admin fee / account holder | $45 | $5,568-99.2% | $5,349-99.2% | $12,624-99.6% |