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 10-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 | $15,952 | $107,334-85.1% | $92,893-82.8% | $152,861-89.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 24.85% | 145.58%-120.7pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,522 | $4,221-64.0% | $3,653-58.3% | $4,762-68.0% |
| Participant deferral / active EE | $2,452 | $4,845-49.4% | $4,236-42.1% | $5,850-58.1% |
| Admin fee / account holder | $167 | $7,079-97.6% | $5,794-97.1% | $11,596-98.6% |