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 7-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 | $22,003 | $106,515-79.3% | $96,683-77.2% | $139,434-84.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.74% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,708 | $4,103-58.4% | $3,737-54.3% | $4,751-64.0% |
| Participant deferral / active EE | $7,396 | $5,454+35.6% | $4,878+51.6% | $6,710+10.2% |
| Admin fee / account holder | $32 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |