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 | $76,648 | $110,257-30.5% | $96,544-20.6% | $139,434-45.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 25.32% | 26.32%-1.0pp | 25.84%-0.5pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,600 | $3,620-55.8% | $2,965-46.0% | $4,751-66.3% |
| Participant deferral / active EE | $1,951 | $5,548-64.8% | $4,851-59.8% | $6,710-70.9% |
| Admin fee / account holder | $96 | $11,591-99.2% | $8,252-98.8% | $11,403-99.2% |