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 7-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 | $10,802 | $81,248-86.7% | $155,509-93.1% | $80,856-86.6% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 22.20% | 33.31%-11.1pp | 64.67%-42.5pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,330 | $3,100-57.1% | $4,672-71.5% | $2,755-51.7% |
| Participant deferral / active EE | $2,114 | $3,452-38.7% | $5,626-62.4% | $4,296-50.8% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |