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 | $28,578 | $163,101-82.5% | $136,749-79.1% | $142,382-79.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 18.16% | 27.54%-9.4pp | 24.33%-6.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,595 | $4,117-61.3% | $3,400-53.1% | $4,299-62.9% |
| Participant deferral / active EE | $1,596 | $5,585-71.4% | $4,692-66.0% | $6,507-75.5% |
| Admin fee / account holder | $193 | $14,318-98.6% | $11,386-98.3% | $12,624-98.5% |