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 | $16,117 | $117,983-86.3% | $101,794-84.2% | $142,382-88.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 20.57% | 36.92%-16.3pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,621 | $2,773-41.5% | $2,289-29.2% | $4,299-62.3% |
| Participant deferral / active EE | $1,621 | $4,714-65.6% | $4,084-60.3% | $6,507-75.1% |
| Admin fee / account holder | $41 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |