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 9-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 | $22,119 | $104,974-78.9% | $95,585-76.9% | $142,382-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,185 | $2,779-57.4% | $2,527-53.1% | $4,299-72.4% |
| Participant deferral / active EE | $2,014 | $4,352-53.7% | $4,023-49.9% | $6,507-69.1% |
| Admin fee / account holder | $139 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |