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 | $26,231 | $48,795-46.2% | $65,493-59.9% | $84,808-69.1% |
| Participation rate | 87.1% | 67.0%+20.1pp | 73.1%+14.0pp | 68.3%+18.8pp |
| Annual return | 17.44% | 20.20%-2.8pp | 982.45%-965.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,268 | $1,930+17.6% | $2,574-11.9% | $2,631-13.8% |
| Participant deferral / active EE | $4,253 | $2,928+45.2% | $3,961+7.4% | $4,212+1.0% |
| Admin fee / account holder | $9 | $3,877-99.8% | $5,028-99.8% | $7,344-99.9% |