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 | $14,000 | $100,773-86.1% | $88,946-84.3% | $142,382-90.2% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 18.12% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,032 | $2,918-64.6% | $2,555-59.6% | $4,299-76.0% |
| Participant deferral / active EE | $1,258 | $5,230-76.0% | $4,581-72.6% | $6,507-80.7% |
| Admin fee / account holder | $14 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |