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 3-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 | $13,011 | $111,754-88.4% | $103,333-87.4% | $145,922-91.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.69% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $928 | $4,212-78.0% | $3,868-76.0% | $4,660-80.1% |
| Participant deferral / active EE | $4,275 | $5,619-23.9% | $5,057-15.5% | $6,688-36.1% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |