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 6-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 | $20,840 | $80,717-74.2% | $154,803-86.5% | $84,808-75.4% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 19.73% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,985 | $2,761-28.1% | $4,305-53.9% | $2,631-24.5% |
| Participant deferral / active EE | $3,643 | $3,303+10.3% | $5,540-34.2% | $4,212-13.5% |
| Admin fee / account holder | $197 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |