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 5-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 | $21,254 | $117,983-82.0% | $101,794-79.1% | $142,382-85.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 14.50% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,446 | $2,773-47.8% | $2,289-36.8% | $4,299-66.4% |
| Participant deferral / active EE | $3,615 | $4,714-23.3% | $4,084-11.5% | $6,507-44.4% |
| Admin fee / account holder | $188 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |