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 | $12,701 | $104,974-87.9% | $95,585-86.7% | $142,382-91.1% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 22.34% | 210.33%-188.0pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $609 | $2,779-78.1% | $2,527-75.9% | $4,299-85.8% |
| Participant deferral / active EE | $2,400 | $4,352-44.9% | $4,023-40.3% | $6,507-63.1% |
| Admin fee / account holder | $71 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |