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 | $12,391 | $74,888-83.5% | $71,209-82.6% | $142,382-91.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 22.51% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,506 | $2,854-47.2% | $2,721-44.6% | $4,299-65.0% |
| Participant deferral / active EE | $1,509 | $4,454-66.1% | $4,175-63.8% | $6,507-76.8% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |