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 | $21,373 | $111,754-80.9% | $103,333-79.3% | $145,922-85.4% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 12.76% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,982 | $4,212-52.9% | $3,868-48.7% | $4,660-57.5% |
| Participant deferral / active EE | $3,389 | $5,619-39.7% | $5,057-33.0% | $6,688-49.3% |
| Admin fee / account holder | $154 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |