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 | $27,310 | $79,944-65.8% | $98,439-72.3% | $75,163-63.7% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.2%+5.4pp | 67.2%+13.4pp |
| Annual return | 22.24% | 19.75%+2.5pp | 21.16%+1.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,553 | $2,264-31.4% | $3,048-49.1% | $2,670-41.8% |
| Participant deferral / active EE | $1,920 | $3,752-48.8% | $4,738-59.5% | $4,125-53.5% |
| Admin fee / account holder | $149 | $6,840-97.8% | $8,948-98.3% | $5,651-97.4% |