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 | $26,549 | $80,717-67.1% | $154,803-82.8% | $84,808-68.7% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 21.22% | 37.96%-16.7pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,933 | $2,761-30.0% | $4,305-55.1% | $2,631-26.5% |
| Participant deferral / active EE | $4,264 | $3,303+29.1% | $5,540-23.0% | $4,212+1.2% |
| Admin fee / account holder | $281 | $6,746-95.8% | $14,329-98.0% | $7,344-96.2% |