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 | $16,412 | $117,983-86.1% | $101,794-83.9% | $142,382-88.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.76% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,529 | $2,773-44.8% | $2,289-33.2% | $4,299-64.4% |
| Participant deferral / active EE | $1,756 | $4,714-62.8% | $4,084-57.0% | $6,507-73.0% |
| Admin fee / account holder | $132 | $10,433-98.7% | $8,777-98.5% | $12,624-99.0% |