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 | $22,734 | $65,409-65.2% | $98,442-76.9% | $85,850-73.5% |
| Participation rate | 74.5% | 65.0%+9.5pp | 73.3%+1.1pp | 69.3%+5.2pp |
| Annual return | 17.88% | 21.76%-3.9pp | 1492.73%-1474.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,851 | $2,168-14.6% | $2,960-37.5% | $2,565-27.8% |
| Participant deferral / active EE | $2,810 | $3,166-11.3% | $4,276-34.3% | $3,952-28.9% |
| Admin fee / account holder | $128 | $4,593-97.2% | $5,949-97.9% | $6,260-98.0% |