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 | $23,385 | $133,958-82.5% | $112,228-79.2% | $134,475-82.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -0.70% | 47.11%-47.8pp | 27.45%-28.1pp | 417.96%-418.7pp |
| Employer contribution / active EE | $1,064 | $4,038-73.7% | $3,635-70.7% | $4,740-77.6% |
| Participant deferral / active EE | $2,935 | $5,291-44.5% | $4,728-37.9% | $6,400-54.1% |
| Admin fee / account holder | $230 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |