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 10-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 | $22,555 | $66,764-66.2% | $88,497-74.5% | $62,891-64.1% |
| Participation rate | 90.1% | 77.3%+12.8pp | 82.4%+7.7pp | 69.3%+20.8pp |
| Annual return | 8.01% | 10.37%-2.4pp | 7.63%+0.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,085 | $3,077-32.2% | $4,036-48.3% | $2,281-8.6% |
| Participant deferral / active EE | $3,425 | $3,976-13.9% | $4,899-30.1% | $3,203+6.9% |
| Admin fee / account holder | $229 | $4,668-95.1% | $6,220-96.3% | $4,296-94.7% |