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 | $23,511 | $74,927-68.6% | $101,794-76.9% | $84,808-72.3% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 13.08% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,144 | $1,522-24.8% | $2,289-50.0% | $2,631-56.5% |
| Participant deferral / active EE | $3,745 | $3,099+20.8% | $4,084-8.3% | $4,212-11.1% |
| Admin fee / account holder | $233 | $6,514-96.4% | $8,777-97.3% | $7,344-96.8% |