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 6-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 | $12,602 | $80,717-84.4% | $154,803-91.9% | $84,808-85.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $765 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,714 | $3,303-48.1% | $5,540-69.1% | $4,212-59.3% |
| Admin fee / account holder | $202 | $6,746-97.0% | $14,329-98.6% | $7,344-97.3% |