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 9-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 | $23,990 | $112,881-78.7% | $90,951-73.6% | $158,922-84.9% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 21.98% | 215.79%-193.8pp | 134.60%-112.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $682 | $2,893-76.4% | $2,122-67.9% | $4,761-85.7% |
| Participant deferral / active EE | $3,103 | $4,128-24.8% | $3,373-8.0% | $5,982-48.1% |
| Admin fee / account holder | $71 | $8,041-99.1% | $5,959-98.8% | $11,246-99.4% |