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 | $19,719 | $173,345-88.6% | $136,007-85.5% | $145,922-86.5% |
| Participation rate | 70.0% | 80.5%-10.5pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 14.64% | 1163.32%-1148.7pp | 579.32%-564.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $937 | $5,278-82.2% | $4,217-77.8% | $4,660-79.9% |
| Participant deferral / active EE | $3,851 | $8,699-55.7% | $7,025-45.2% | $6,688-42.4% |
| Admin fee / account holder | $94 | $9,954-99.1% | $6,858-98.6% | $13,397-99.3% |