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 | $13,350 | $107,452-87.6% | $91,541-85.4% | $142,382-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.03% | 22.06%-1.0pp | 20.50%+0.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,972 | $2,994-34.1% | $2,505-21.3% | $4,299-54.1% |
| Participant deferral / active EE | $4,347 | $4,754-8.6% | $4,008+8.5% | $6,507-33.2% |
| Admin fee / account holder | $39 | $8,834-99.6% | $6,956-99.4% | $12,624-99.7% |