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 | $15,837 | $104,974-84.9% | $95,585-83.4% | $142,382-88.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 11.48% | 210.33%-198.9pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $775 | $2,779-72.1% | $2,527-69.3% | $4,299-82.0% |
| Participant deferral / active EE | $1,906 | $4,352-56.2% | $4,023-52.6% | $6,507-70.7% |
| Admin fee / account holder | $141 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |