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 10-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 | $20,919 | $159,602-86.9% | $150,045-86.1% | $142,382-85.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.81% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,266 | $4,961-34.2% | $4,693-30.4% | $4,299-24.0% |
| Participant deferral / active EE | $6,713 | $8,310-19.2% | $7,997-16.1% | $6,507+3.2% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |