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 9-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 | $28,493 | $157,256-81.9% | $141,162-79.8% | $152,861-81.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,120 | $5,261-78.7% | $4,735-76.3% | $4,762-76.5% |
| Participant deferral / active EE | $3,092 | $7,109-56.5% | $6,709-53.9% | $5,850-47.2% |
| Admin fee / account holder | $258 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |