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 | $28,030 | $114,381-75.5% | $107,525-73.9% | $142,382-80.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.62% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,629 | $4,015-34.5% | $3,754-30.0% | $4,299-38.8% |
| Participant deferral / active EE | $3,384 | $5,564-39.2% | $5,116-33.8% | $6,507-48.0% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |