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 7-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 | $17,902 | $100,773-82.2% | $88,946-79.9% | $142,382-87.4% |
| Participation rate | 73.9% | 74.3%-0.4pp | 68.8%+5.1pp | 80.1%-6.2pp |
| Annual return | 18.86% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $856 | $2,918-70.7% | $2,555-66.5% | $4,299-80.1% |
| Participant deferral / active EE | $2,513 | $5,230-52.0% | $4,581-45.1% | $6,507-61.4% |
| Admin fee / account holder | $42 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |