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 | $23,698 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 21.25% | 38.43%-17.2pp | 35.69%-14.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $967 | $4,103-76.4% | $3,737-74.1% | $4,751-79.6% |
| Participant deferral / active EE | $3,554 | $5,454-34.8% | $4,878-27.2% | $6,710-47.0% |
| Admin fee / account holder | $118 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |