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 | $24,187 | $54,541-55.7% | $78,778-69.3% | $70,131-65.5% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 20.71% | 21.07%-0.4pp | 35.62%-14.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,904 | $1,089+74.9% | $1,986-4.1% | $2,342-18.7% |
| Participant deferral / active EE | $2,811 | $2,210+27.2% | $2,958-5.0% | $3,332-15.6% |
| Admin fee / account holder | $199 | $3,709-94.6% | $5,134-96.1% | $4,645-95.7% |