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 | $14,049 | $54,705-74.3% | $71,209-80.3% | $84,808-83.4% |
| Participation rate | 70.2% | 64.1%+6.1pp | 73.8%-3.5pp | 68.3%+1.9pp |
| Annual return | 18.12% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $930 | $2,158-56.9% | $2,721-65.8% | $2,631-64.7% |
| Participant deferral / active EE | $2,118 | $3,030-30.1% | $4,175-49.3% | $4,212-49.7% |
| Admin fee / account holder | $105 | $4,863-97.8% | $5,349-98.0% | $7,344-98.6% |