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 4-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 | $15,509 | $118,427-86.9% | $66,042-76.5% | $142,382-89.1% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 19.77% | 35.57%-15.8pp | 52.11%-32.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,266 | $2,570-50.7% | $1,579-19.8% | $4,299-70.5% |
| Participant deferral / active EE | $2,809 | $4,311-34.8% | $2,835-0.9% | $6,507-56.8% |
| Admin fee / account holder | $32 | $9,593-99.7% | $5,747-99.4% | $12,624-99.7% |