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 | $25,928 | $43,327-40.2% | $59,878-56.7% | $64,186-59.6% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | 8.82% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,448 | $2,028-28.6% | $2,722-46.8% | $2,381-39.2% |
| Participant deferral / active EE | $2,709 | $2,546+6.4% | $3,402-20.4% | $3,470-21.9% |
| Admin fee / account holder | $107 | $3,005-96.4% | $3,590-97.0% | $4,888-97.8% |