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 | $23,707 | $81,625-71.0% | $58,482-59.5% | $139,434-83.0% |
| Participation rate | 81.8% | 61.3%+20.5pp | 50.9%+31.0pp | 80.3%+1.5pp |
| Annual return | 11.17% | 7404.20%-7393.0pp | 4239.32%-4228.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,223 | $1,398-12.5% | $1,053+16.1% | $4,751-74.3% |
| Participant deferral / active EE | $700 | $2,557-72.6% | $1,924-63.6% | $6,710-89.6% |
| Admin fee / account holder | $15 | $3,265-99.5% | $2,516-99.4% | $11,403-99.9% |