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 | $12,506 | $70,756-82.3% | $65,493-80.9% | $142,382-91.2% |
| Participation rate | 76.2% | 77.4%-1.2pp | 73.1%+3.1pp | 80.1%-3.9pp |
| Annual return | 13.63% | 1754.89%-1741.3pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $801 | $2,881-72.2% | $2,574-68.9% | $4,299-81.4% |
| Participant deferral / active EE | $2,043 | $4,637-55.9% | $3,961-48.4% | $6,507-68.6% |
| Admin fee / account holder | $145 | $6,559-97.8% | $5,028-97.1% | $12,624-98.9% |