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 | $15,069 | $68,719-78.1% | $91,541-83.5% | $84,808-82.2% |
| Participation rate | 81.8% | 64.5%+17.3pp | 69.8%+12.0pp | 68.3%+13.5pp |
| Annual return | 34.30% | 19.12%+15.2pp | 20.50%+13.8pp | 40.90%-6.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,012 | $3,136+59.8% | $4,008+25.1% | $4,212+19.0% |
| Admin fee / account holder | $76 | $5,786-98.7% | $6,956-98.9% | $7,344-99.0% |