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 | $28,749 | $99,877-71.2% | $84,966-66.2% | $145,922-80.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.13% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,365 | $3,231-57.8% | $2,727-50.0% | $4,660-70.7% |
| Participant deferral / active EE | $2,496 | $5,291-52.8% | $4,519-44.8% | $6,688-62.7% |
| Admin fee / account holder | $153 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |