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 | $15,452 | $104,974-85.3% | $95,585-83.8% | $142,382-89.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 19.09% | 210.33%-191.2pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,244 | $2,779-55.2% | $2,527-50.8% | $4,299-71.1% |
| Participant deferral / active EE | $1,269 | $4,352-70.8% | $4,023-68.5% | $6,507-80.5% |
| Admin fee / account holder | $165 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |