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 | $22,323 | $118,427-81.2% | $66,042-66.2% | $142,382-84.3% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 18.71% | 35.57%-16.9pp | 52.11%-33.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,637 | $2,570-36.3% | $1,579+3.7% | $4,299-61.9% |
| Participant deferral / active EE | $4,220 | $4,311-2.1% | $2,835+48.8% | $6,507-35.2% |
| Admin fee / account holder | $234 | $9,593-97.6% | $5,747-95.9% | $12,624-98.1% |