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 4-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 | $13,485 | $114,381-88.2% | $107,525-87.5% | $142,382-90.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.64% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,016 | $4,015-49.8% | $3,754-46.3% | $4,299-53.1% |
| Participant deferral / active EE | $2,870 | $5,564-48.4% | $5,116-43.9% | $6,507-55.9% |
| Admin fee / account holder | $170 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |