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 10-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 | $21,333 | $153,311-86.1% | $109,313-80.5% | $273,961-92.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 2.14% | 29.86%-27.7pp | 22.07%-19.9pp | 41.45%-39.3pp |
| Employer contribution / active EE | $368 | $5,619-93.5% | $3,892-90.6% | $4,869-92.5% |
| Participant deferral / active EE | $6,834 | $3,932+73.8% | $3,166+115.8% | $5,287+29.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |