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 9-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 | $21,731 | $106,515-79.6% | $96,683-77.5% | $139,434-84.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 20.23% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,181 | $4,103-46.8% | $3,737-41.6% | $4,751-54.1% |
| Participant deferral / active EE | $4,204 | $5,454-22.9% | $4,878-13.8% | $6,710-37.3% |
| Admin fee / account holder | $125 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |