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 9-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 | $23,164 | $118,849-80.5% | $96,562-76.0% | $167,490-86.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 23.79% | 50.49%-26.7pp | 37.78%-14.0pp | 478.56%-454.8pp |
| Employer contribution / active EE | $735 | $3,120-76.5% | $2,356-68.8% | $4,837-84.8% |
| Participant deferral / active EE | $1,547 | $4,616-66.5% | $3,849-59.8% | $6,341-75.6% |
| Admin fee / account holder | $25 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |