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 | $23,243 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.35% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,581 | $5,286-70.1% | $4,933-67.9% | $4,660-66.1% |
| Participant deferral / active EE | $8,154 | $8,428-3.2% | $8,070+1.0% | $6,688+21.9% |
| Admin fee / account holder | $294 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |