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 | $13,217 | $96,635-86.3% | $86,612-84.7% | $139,434-90.5% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.2pp |
| Annual return | 12.33% | 106.41%-94.1pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,388 | $3,263+3.8% | $3,022+12.1% | $4,751-28.7% |
| Participant deferral / active EE | $1,657 | $4,836-65.7% | $4,438-62.7% | $6,710-75.3% |
| Admin fee / account holder | $34 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |