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 | $18,324 | $158,817-88.5% | $121,196-84.9% | $135,375-86.5% |
| Participation rate | 84.2% | 79.3%+4.9pp | 71.7%+12.5pp | 82.6%+1.6pp |
| Annual return | 4.66% | -0.64%+5.3pp | 16.93%-12.3pp | 519.73%-515.1pp |
| Employer contribution / active EE | $1,373 | $5,665-75.8% | $4,022-65.9% | $4,779-71.3% |
| Participant deferral / active EE | $1,658 | $4,005-58.6% | $3,344-50.4% | $5,609-70.4% |
| Admin fee / account holder | $51 | $6,512-99.2% | $5,019-99.0% | $10,827-99.5% |