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 | $13,364 | $104,974-87.3% | $95,585-86.0% | $142,382-90.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.14% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,548 | $2,779-44.3% | $2,527-38.7% | $4,299-64.0% |
| Participant deferral / active EE | $2,281 | $4,352-47.6% | $4,023-43.3% | $6,507-64.9% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |