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 7-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 | $13,820 | $59,101-76.6% | $77,163-82.1% | $75,163-81.6% |
| Participation rate | 78.3% | 63.9%+14.4pp | 69.6%+8.7pp | 67.2%+11.1pp |
| Annual return | 26.49% | 26.71%-0.2pp | 37.87%-11.4pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,012 | $1,995+0.8% | $2,535-20.6% | $2,670-24.6% |
| Participant deferral / active EE | $3,305 | $2,999+10.2% | $3,833-13.8% | $4,125-19.9% |
| Admin fee / account holder | $287 | $4,774-94.0% | $5,472-94.8% | $5,651-94.9% |