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 | $15,590 | $100,773-84.5% | $88,946-82.5% | $142,382-89.1% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 15.89% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $784 | $2,918-73.1% | $2,555-69.3% | $4,299-81.8% |
| Participant deferral / active EE | $1,069 | $5,230-79.6% | $4,581-76.7% | $6,507-83.6% |
| Admin fee / account holder | $101 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |