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 | $15,554 | $111,754-86.1% | $103,333-84.9% | $145,922-89.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 16.73% | 24.77%-8.0pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,211 | $4,212-71.3% | $3,868-68.7% | $4,660-74.0% |
| Participant deferral / active EE | $1,925 | $5,619-65.7% | $5,057-61.9% | $6,688-71.2% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |