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 6-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 | $20,418 | $110,257-81.5% | $96,544-78.9% | $139,434-85.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 16.17% | 26.32%-10.1pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $946 | $3,620-73.9% | $2,965-68.1% | $4,751-80.1% |
| Participant deferral / active EE | $4,921 | $5,548-11.3% | $4,851+1.4% | $6,710-26.7% |
| Admin fee / account holder | $153 | $11,591-98.7% | $8,252-98.1% | $11,403-98.7% |