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 | $21,219 | $117,983-82.0% | $101,794-79.2% | $142,382-85.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.63% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,270 | $2,773-54.2% | $2,289-44.5% | $4,299-70.5% |
| Participant deferral / active EE | $1,323 | $4,714-71.9% | $4,084-67.6% | $6,507-79.7% |
| Admin fee / account holder | $175 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |