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 | $20,365 | $57,016-64.3% | $84,966-76.0% | $80,856-74.8% |
| Participation rate | 74.5% | 56.3%+18.2pp | 67.5%+7.0pp | 67.6%+6.9pp |
| Annual return | 16.81% | 21.66%-4.9pp | 66.38%-49.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,674 | $1,798-6.9% | $2,727-38.6% | $2,755-39.2% |
| Participant deferral / active EE | $2,480 | $3,110-20.3% | $4,519-45.1% | $4,296-42.3% |
| Admin fee / account holder | $252 | $4,980-94.9% | $6,149-95.9% | $6,918-96.4% |