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 8-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 | $24,186 | $163,101-85.2% | $136,749-82.3% | $142,382-83.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.36% | 27.54%-9.2pp | 24.33%-6.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $912 | $4,117-77.9% | $3,400-73.2% | $4,299-78.8% |
| Participant deferral / active EE | $2,277 | $5,585-59.2% | $4,692-51.5% | $6,507-65.0% |
| Admin fee / account holder | $234 | $14,318-98.4% | $11,386-97.9% | $12,624-98.2% |