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 | $12,927 | $117,983-89.0% | $101,794-87.3% | $142,382-90.9% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 21.43% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,640 | $2,773-40.9% | $2,289-28.4% | $4,299-61.9% |
| Participant deferral / active EE | $1,977 | $4,714-58.1% | $4,084-51.6% | $6,507-69.6% |
| Admin fee / account holder | $91 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |