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 | $16,484 | $124,185-86.7% | $108,410-84.8% | $167,490-90.2% |
| Participation rate | 87.0% | 82.3%+4.7pp | 80.1%+6.8pp | 82.1%+4.9pp |
| Annual return | 19.32% | 1379.64%-1360.3pp | 905.27%-886.0pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,291 | $4,187-45.3% | $3,558-35.6% | $4,837-52.6% |
| Participant deferral / active EE | $4,408 | $6,908-36.2% | $6,563-32.8% | $6,341-30.5% |
| Admin fee / account holder | $63 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |