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 3-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 | $27,913 | $94,338-70.4% | $100,534-72.2% | $142,382-80.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 21.22% | 29.20%-8.0pp | 32.66%-11.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,615 | $4,237-61.9% | $4,346-62.9% | $4,299-62.4% |
| Participant deferral / active EE | $2,540 | $5,934-57.2% | $6,144-58.7% | $6,507-61.0% |
| Admin fee / account holder | $123 | $8,421-98.5% | $7,654-98.4% | $12,624-99.0% |