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 | $19,170 | $114,381-83.2% | $107,525-82.2% | $142,382-86.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 27.49% | 242.71%-215.2pp | 181.32%-153.8pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,115 | $4,015-47.3% | $3,754-43.7% | $4,299-50.8% |
| Participant deferral / active EE | $4,511 | $5,564-18.9% | $5,116-11.8% | $6,507-30.7% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |