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 | $14,272 | $42,894-66.7% | $60,874-76.6% | $68,494-79.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | 7.68% | -13.98%+21.7pp | 16.90%-9.2pp | -7.84%+15.5pp |
| Employer contribution / active EE | $2,253 | $1,978+13.9% | $2,701-16.6% | $2,596-13.2% |
| Participant deferral / active EE | $1,902 | $2,867-33.7% | $3,817-50.2% | $4,027-52.8% |
| Admin fee / account holder | $5 | $3,101-99.8% | $3,224-99.8% | $5,403-99.9% |