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 8-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 | $27,947 | $68,547-59.2% | $120,354-76.8% | $80,856-65.4% |
| Participation rate | 79.6% | 61.6%+18.0pp | 71.9%+7.7pp | 67.6%+12.0pp |
| Annual return | 15.99% | 23.60%-7.6pp | 107.15%-91.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,388 | $2,051-32.3% | $3,463-59.9% | $2,755-49.6% |
| Participant deferral / active EE | $4,849 | $3,173+52.8% | $4,991-2.9% | $4,296+12.9% |
| Admin fee / account holder | $116 | $5,732-98.0% | $9,423-98.8% | $6,918-98.3% |