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 9-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 | $20,094 | $96,484-79.2% | $75,886-73.5% | $152,861-86.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 22.56% | 33.98%-11.4pp | 30.76%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,574 | $3,309-52.4% | $2,500-37.1% | $4,762-67.0% |
| Participant deferral / active EE | $2,913 | $4,553-36.0% | $3,603-19.1% | $5,850-50.2% |
| Admin fee / account holder | $143 | $8,078-98.2% | $5,418-97.4% | $11,596-98.8% |