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 | $23,482 | $80,717-70.9% | $154,803-84.8% | $84,808-72.3% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 23.89% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,190 | $2,761-20.7% | $4,305-49.1% | $2,631-16.8% |
| Participant deferral / active EE | $4,578 | $3,303+38.6% | $5,540-17.4% | $4,212+8.7% |
| Admin fee / account holder | $258 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |