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 4-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 | $10,615 | $61,774-82.8% | $97,226-89.1% | $80,856-86.9% |
| Participation rate | 95.7% | 63.5%+32.2pp | 72.7%+23.0pp | 67.6%+28.1pp |
| Annual return | 16.95% | -557.90%+574.9pp | 75.13%-58.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,386 | $1,837-24.5% | $2,729-49.2% | $2,755-49.7% |
| Participant deferral / active EE | $3,395 | $3,029+12.1% | $4,264-20.4% | $4,296-21.0% |
| Admin fee / account holder | $166 | $5,166-96.8% | $5,654-97.1% | $6,918-97.6% |