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 5-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 | $27,161 | $60,022-54.7% | $88,946-69.5% | $84,808-68.0% |
| Participation rate | 75.6% | 57.8%+17.8pp | 68.8%+6.8pp | 68.3%+7.3pp |
| Annual return | 28.78% | 22.43%+6.4pp | 57.82%-29.0pp | 40.90%-12.1pp |
| Employer contribution / active EE | $1,690 | $1,703-0.7% | $2,555-33.8% | $2,631-35.8% |
| Participant deferral / active EE | $6,861 | $3,114+120.3% | $4,581+49.8% | $4,212+62.9% |
| Admin fee / account holder | $266 | $4,811-94.5% | $8,261-96.8% | $7,344-96.4% |