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 | $19,177 | $121,625-84.2% | $104,607-81.7% | $158,922-87.9% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 17.87% | 465.26%-447.4pp | 340.46%-322.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,202 | $3,163-62.0% | $2,681-55.1% | $4,761-74.7% |
| Participant deferral / active EE | $2,139 | $4,177-48.8% | $3,740-42.8% | $5,982-64.2% |
| Admin fee / account holder | $208 | $7,787-97.3% | $6,473-96.8% | $11,246-98.1% |