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 4-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 | $26,666 | $104,974-74.6% | $95,585-72.1% | $142,382-81.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 17.09% | 210.33%-193.2pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $787 | $2,779-71.7% | $2,527-68.8% | $4,299-81.7% |
| Participant deferral / active EE | $1,085 | $4,352-75.1% | $4,023-73.0% | $6,507-83.3% |
| Admin fee / account holder | $84 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |