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 | $28,940 | $87,013-66.7% | $106,213-72.8% | $80,856-64.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | 13.86% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,730 | $2,395+14.0% | $3,171-13.9% | $2,755-0.9% |
| Participant deferral / active EE | $3,024 | $3,986-24.1% | $5,016-39.7% | $4,296-29.6% |
| Admin fee / account holder | $92 | $8,431-98.9% | $11,033-99.2% | $6,918-98.7% |