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 | $24,834 | $114,381-78.3% | $107,525-76.9% | $142,382-82.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.37% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $824 | $4,015-79.5% | $3,754-78.0% | $4,299-80.8% |
| Participant deferral / active EE | $1,750 | $5,564-68.6% | $5,116-65.8% | $6,507-73.1% |
| Admin fee / account holder | $72 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |