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 4-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 | $28,417 | $95,266-70.2% | $82,389-65.5% | $142,382-80.0% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 21.24% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,223 | $2,991-59.1% | $2,517-51.4% | $4,299-71.6% |
| Participant deferral / active EE | $6,425 | $4,809+33.6% | $4,155+54.6% | $6,507-1.3% |
| Admin fee / account holder | $66 | $8,563-99.2% | $7,231-99.1% | $12,624-99.5% |