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 5-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 | $13,410 | $111,754-88.0% | $103,333-87.0% | $145,922-90.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,192 | $4,212-71.7% | $3,868-69.2% | $4,660-74.4% |
| Participant deferral / active EE | $1,747 | $5,619-68.9% | $5,057-65.5% | $6,688-73.9% |
| Admin fee / account holder | $235 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |