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 | $17,538 | $117,983-85.1% | $101,794-82.8% | $142,382-87.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.34% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,614 | $2,773-41.8% | $2,289-29.5% | $4,299-62.5% |
| Participant deferral / active EE | $4,004 | $4,714-15.1% | $4,084-2.0% | $6,507-38.5% |
| Admin fee / account holder | $86 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |