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 | $13,996 | $106,515-86.9% | $96,683-85.5% | $139,434-90.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 40.32% | 38.43%+1.9pp | 35.69%+4.6pp | 372.94%-332.6pp |
| Employer contribution / active EE | $800 | $4,103-80.5% | $3,737-78.6% | $4,751-83.2% |
| Participant deferral / active EE | $3,560 | $5,454-34.7% | $4,878-27.0% | $6,710-47.0% |
| Admin fee / account holder | $164 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |