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 | $17,615 | $77,899-77.4% | $149,673-88.2% | $75,163-76.6% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 22.09% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,842 | $3,137-41.3% | $4,818-61.8% | $2,670-31.0% |
| Participant deferral / active EE | $3,704 | $3,411+8.6% | $5,680-34.8% | $4,125-10.2% |
| Admin fee / account holder | $189 | $5,956-96.8% | $13,210-98.6% | $5,651-96.6% |