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 5-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 | $18,572 | $123,909-85.0% | $69,647-73.3% | $145,922-87.3% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 12.83% | 190.55%-177.7pp | 100.48%-87.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,007 | $2,682-62.5% | $1,712-41.2% | $4,660-78.4% |
| Participant deferral / active EE | $3,254 | $4,236-23.2% | $2,886+12.8% | $6,688-51.3% |
| Admin fee / account holder | $177 | $7,863-97.8% | $4,713-96.2% | $13,397-98.7% |