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 | $19,650 | $60,022-67.3% | $88,946-77.9% | $84,808-76.8% |
| Participation rate | 91.3% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 23.62% | 22.43%+1.2pp | 57.82%-34.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,041 | $1,703+19.8% | $2,555-20.1% | $2,631-22.4% |
| Participant deferral / active EE | $4,725 | $3,114+51.7% | $4,581+3.1% | $4,212+12.2% |
| Admin fee / account holder | $169 | $4,811-96.5% | $8,261-97.9% | $7,344-97.7% |