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 5-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 | $15,893 | $64,839-75.5% | $95,585-83.4% | $84,808-81.3% |
| Participation rate | 86.2% | 63.8%+22.4pp | 72.1%+14.1pp | 68.3%+17.9pp |
| Annual return | 16.83% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $842 | $1,759-52.1% | $2,527-66.7% | $2,631-68.0% |
| Participant deferral / active EE | $2,421 | $2,965-18.3% | $4,023-39.8% | $4,212-42.5% |
| Admin fee / account holder | $252 | $5,964-95.8% | $6,127-95.9% | $7,344-96.6% |