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 9-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 | $19,117 | $106,515-82.1% | $96,683-80.2% | $139,434-86.3% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 21.63% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,487 | $4,103-39.4% | $3,737-33.5% | $4,751-47.7% |
| Participant deferral / active EE | $4,859 | $5,454-10.9% | $4,878-0.4% | $6,710-27.6% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |