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 | $17,145 | $136,179-87.4% | $98,755-82.6% | $167,490-89.8% |
| Participation rate | 93.8% | 70.2%+23.5pp | 65.7%+28.0pp | 82.1%+11.6pp |
| Annual return | 12.84% | 67.53%-54.7pp | 49.91%-37.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,912 | $2,631-27.3% | $2,067-7.5% | $4,837-60.5% |
| Participant deferral / active EE | $4,937 | $3,716+32.9% | $3,035+62.7% | $6,341-22.2% |
| Admin fee / account holder | $92 | $5,031-98.2% | $4,076-97.7% | $12,309-99.3% |