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 | $22,025 | $211,958-89.6% | $169,463-87.0% | $135,375-83.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 4.55% | 3.26%+1.3pp | 1.83%+2.7pp | 519.73%-515.2pp |
| Employer contribution / active EE | $714 | $5,120-86.0% | $4,159-82.8% | $4,779-85.1% |
| Participant deferral / active EE | $2,758 | $6,075-54.6% | $5,277-47.7% | $5,609-50.8% |
| Admin fee / account holder | $149 | $11,471-98.7% | $9,109-98.4% | $10,827-98.6% |