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 | $29,212 | $210,648-86.1% | $177,989-83.6% | $145,922-80.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.54% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,784 | $4,565-39.0% | $3,949-29.5% | $4,660-40.3% |
| Participant deferral / active EE | $5,973 | $6,958-14.2% | $6,276-4.8% | $6,688-10.7% |
| Admin fee / account holder | $30 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |