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 | $12,780 | $108,919-88.3% | $100,391-87.3% | $145,922-91.2% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 18.97% | 57.88%-38.9pp | 49.20%-30.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,192 | $4,419-73.0% | $3,942-69.7% | $4,660-74.4% |
| Participant deferral / active EE | $3,423 | $8,445-59.5% | $8,082-57.6% | $6,688-48.8% |
| Admin fee / account holder | $216 | $9,689-97.8% | $7,899-97.3% | $13,397-98.4% |