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 | $21,128 | $91,190-76.8% | $178,490-88.2% | $79,858-73.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 23.52% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,863 | $3,256-42.8% | $5,011-62.8% | $2,471-24.6% |
| Participant deferral / active EE | $5,294 | $3,236+63.6% | $5,202+1.8% | $3,740+41.5% |
| Admin fee / account holder | $172 | $6,751-97.4% | $13,984-98.8% | $5,306-96.8% |