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 | $10,062 | $48,795-79.4% | $65,493-84.6% | $84,808-88.1% |
| Participation rate | 84.8% | 67.0%+17.8pp | 73.1%+11.7pp | 68.3%+16.5pp |
| Annual return | 19.28% | 20.20%-0.9pp | 982.45%-963.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $807 | $1,930-58.2% | $2,574-68.6% | $2,631-69.3% |
| Participant deferral / active EE | $1,560 | $2,928-46.7% | $3,961-60.6% | $4,212-63.0% |
| Admin fee / account holder | $115 | $3,877-97.0% | $5,028-97.7% | $7,344-98.4% |