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 7-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 | $17,201 | $114,381-85.0% | $107,525-84.0% | $142,382-87.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.22% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,241 | $4,015-69.1% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $1,661 | $5,564-70.1% | $5,116-67.5% | $6,507-74.5% |
| Admin fee / account holder | $228 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |