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 | $15,522 | $68,719-77.4% | $91,541-83.0% | $84,808-81.7% |
| Participation rate | 97.5% | 64.5%+33.0pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 20.96% | 19.12%+1.8pp | 20.50%+0.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,076 | $1,920-43.9% | $2,505-57.0% | $2,631-59.1% |
| Participant deferral / active EE | $2,939 | $3,136-6.3% | $4,008-26.7% | $4,212-30.2% |
| Admin fee / account holder | $121 | $5,786-97.9% | $6,956-98.3% | $7,344-98.4% |