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 | $15,760 | $106,515-85.2% | $96,683-83.7% | $139,434-88.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 25.70% | 38.43%-12.7pp | 35.69%-10.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,639 | $4,103-60.0% | $3,737-56.1% | $4,751-65.5% |
| Participant deferral / active EE | $2,904 | $5,454-46.8% | $4,878-40.5% | $6,710-56.7% |
| Admin fee / account holder | $112 | $7,877-98.6% | $6,730-98.3% | $11,403-99.0% |