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 | $25,706 | $100,773-74.5% | $88,946-71.1% | $142,382-81.9% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 18.30% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,520 | $2,918-47.9% | $2,555-40.5% | $4,299-64.7% |
| Participant deferral / active EE | $7,653 | $5,230+46.3% | $4,581+67.1% | $6,507+17.6% |
| Admin fee / account holder | $176 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |