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 | $17,742 | $106,515-83.3% | $96,683-81.6% | $139,434-87.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 26.52% | 38.43%-11.9pp | 35.69%-9.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $5,223 | $4,103+27.3% | $3,737+39.8% | $4,751+9.9% |
| Participant deferral / active EE | $6,956 | $5,454+27.5% | $4,878+42.6% | $6,710+3.7% |
| Admin fee / account holder | $238 | $7,877-97.0% | $6,730-96.5% | $11,403-97.9% |