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 | $14,487 | $117,983-87.7% | $101,794-85.8% | $142,382-89.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 21.19% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $804 | $2,773-71.0% | $2,289-64.9% | $4,299-81.3% |
| Participant deferral / active EE | $1,290 | $4,714-72.6% | $4,084-68.4% | $6,507-80.2% |
| Admin fee / account holder | $129 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |