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 | $14,929 | $111,754-86.6% | $103,333-85.6% | $145,922-89.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.87% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,214 | $4,212-71.2% | $3,868-68.6% | $4,660-73.9% |
| Participant deferral / active EE | $2,055 | $5,619-63.4% | $5,057-59.4% | $6,688-69.3% |
| Admin fee / account holder | $269 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |