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 4-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 | $13,157 | $74,888-82.4% | $71,209-81.5% | $142,382-90.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.35% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,017 | $2,854-64.4% | $2,721-62.6% | $4,299-76.3% |
| Participant deferral / active EE | $1,585 | $4,454-64.4% | $4,175-62.0% | $6,507-75.6% |
| Admin fee / account holder | $100 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |