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 9-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 | $16,240 | $100,852-83.9% | $90,404-82.0% | $158,922-89.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.65% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,437 | $3,689-61.0% | $3,262-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $2,373 | $4,348-45.4% | $3,963-40.1% | $5,982-60.3% |
| Admin fee / account holder | $116 | $6,501-98.2% | $5,611-97.9% | $11,246-99.0% |