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 3-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 | $28,490 | $89,753-68.3% | $107,525-73.5% | $84,808-66.4% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 19.92% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,913 | $3,113-38.5% | $3,754-49.0% | $2,631-27.3% |
| Participant deferral / active EE | $4,773 | $4,056+17.7% | $5,116-6.7% | $4,212+13.3% |
| Admin fee / account holder | $205 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |