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 | $17,258 | $117,983-85.4% | $101,794-83.0% | $142,382-87.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 18.65% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,683 | $2,773-39.3% | $2,289-26.5% | $4,299-60.9% |
| Participant deferral / active EE | $3,453 | $4,714-26.7% | $4,084-15.5% | $6,507-46.9% |
| Admin fee / account holder | $23 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |