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 6-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 | $19,856 | $106,515-81.4% | $96,683-79.5% | $139,434-85.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 21.20% | 38.43%-17.2pp | 35.69%-14.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,807 | $4,103-55.9% | $3,737-51.6% | $4,751-62.0% |
| Participant deferral / active EE | $3,400 | $5,454-37.7% | $4,878-30.3% | $6,710-49.3% |
| Admin fee / account holder | $106 | $7,877-98.6% | $6,730-98.4% | $11,403-99.1% |