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 5-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 | $15,696 | $95,266-83.5% | $82,389-80.9% | $142,382-89.0% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.5%+25.2pp | 80.1%+14.6pp |
| Annual return | 17.65% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,464 | $2,991-17.6% | $2,517-2.1% | $4,299-42.7% |
| Participant deferral / active EE | $3,837 | $4,809-20.2% | $4,155-7.7% | $6,507-41.0% |
| Admin fee / account holder | $204 | $8,563-97.6% | $7,231-97.2% | $12,624-98.4% |