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 | $19,717 | $99,877-80.3% | $84,966-76.8% | $145,922-86.5% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 16.12% | 83.76%-67.6pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,660 | $3,231-48.6% | $2,727-39.1% | $4,660-64.4% |
| Participant deferral / active EE | $2,284 | $5,291-56.8% | $4,519-49.5% | $6,688-65.9% |
| Admin fee / account holder | $185 | $7,248-97.4% | $6,149-97.0% | $13,397-98.6% |