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 7-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 | $14,945 | $121,625-87.7% | $104,607-85.7% | $158,922-90.6% |
| Participation rate | 73.3% | 77.5%-4.2pp | 74.1%-0.7pp | 82.0%-8.6pp |
| Annual return | 25.54% | 465.26%-439.7pp | 340.46%-314.9pp | 302.83%-277.3pp |
| Employer contribution / active EE | $355 | $3,163-88.8% | $2,681-86.8% | $4,761-92.6% |
| Participant deferral / active EE | $2,635 | $4,177-36.9% | $3,740-29.5% | $5,982-56.0% |
| Admin fee / account holder | $58 | $7,787-99.3% | $6,473-99.1% | $11,246-99.5% |