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 3-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 | $16,092 | $81,248-80.2% | $155,509-89.7% | $80,856-80.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.91% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,493 | $3,100-51.8% | $4,672-68.0% | $2,755-45.8% |
| Participant deferral / active EE | $2,241 | $3,452-35.1% | $5,626-60.2% | $4,296-47.8% |
| Admin fee / account holder | $140 | $7,997-98.2% | $15,912-99.1% | $6,918-98.0% |