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 8-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 | $24,201 | $95,416-74.6% | $185,823-87.0% | $85,850-71.8% |
| Participation rate | 74.4% | 68.8%+5.7pp | 81.7%-7.3pp | 69.3%+5.1pp |
| Annual return | 16.78% | 23.59%-6.8pp | 122.05%-105.3pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,627 | $3,314-50.9% | $5,167-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $3,847 | $3,423+12.4% | $5,568-30.9% | $3,952-2.7% |
| Admin fee / account holder | $206 | $7,213-97.1% | $16,237-98.7% | $6,260-96.7% |