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 | $13,185 | $104,974-87.4% | $95,585-86.2% | $142,382-90.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 23.46% | 210.33%-186.9pp | 38.56%-15.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,432 | $2,779-48.5% | $2,527-43.3% | $4,299-66.7% |
| Participant deferral / active EE | $2,403 | $4,352-44.8% | $4,023-40.3% | $6,507-63.1% |
| Admin fee / account holder | $117 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |