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 | $21,431 | $124,281-82.8% | $109,143-80.4% | $167,490-87.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 22.23% | 26.04%-3.8pp | 25.75%-3.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $3,387 | $4,207-19.5% | $3,722-9.0% | $4,837-30.0% |
| Participant deferral / active EE | $8,541 | $5,255+62.5% | $4,653+83.6% | $6,341+34.7% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |