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 8-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 | $16,538 | $124,281-86.7% | $109,143-84.8% | $167,490-90.1% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 17.61% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $844 | $4,207-79.9% | $3,722-77.3% | $4,837-82.6% |
| Participant deferral / active EE | $2,854 | $5,255-45.7% | $4,653-38.7% | $6,341-55.0% |
| Admin fee / account holder | $19 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |