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 5-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 | $14,913 | $111,754-86.7% | $103,333-85.6% | $145,922-89.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.66% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $876 | $4,212-79.2% | $3,868-77.4% | $4,660-81.2% |
| Participant deferral / active EE | $4,392 | $5,619-21.8% | $5,057-13.2% | $6,688-34.3% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |