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 | $24,036 | $99,877-75.9% | $84,966-71.7% | $145,922-83.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 8.60% | 83.76%-75.2pp | 66.38%-57.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $8,613 | $3,231+166.5% | $2,727+215.8% | $4,660+84.8% |
| Participant deferral / active EE | $14,349 | $5,291+171.2% | $4,519+217.5% | $6,688+114.6% |
| Admin fee / account holder | $283 | $7,248-96.1% | $6,149-95.4% | $13,397-97.9% |