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 6-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 | $24,495 | $56,053-56.3% | $75,972-67.8% | $80,856-69.7% |
| Participation rate | 93.8% | 62.0%+31.7pp | 69.1%+24.7pp | 67.6%+26.1pp |
| Annual return | 15.19% | 20.53%-5.3pp | 359.55%-344.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,827 | $1,874+50.8% | $2,685+5.3% | $2,755+2.6% |
| Participant deferral / active EE | $4,758 | $3,052+55.9% | $4,255+11.8% | $4,296+10.8% |
| Admin fee / account holder | $92 | $5,234-98.2% | $6,467-98.6% | $6,918-98.7% |