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 | $16,173 | $177,572-90.9% | $154,803-89.6% | $142,382-88.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 26.65% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,029 | $4,810-57.8% | $4,305-52.9% | $4,299-52.8% |
| Participant deferral / active EE | $5,274 | $6,272-15.9% | $5,540-4.8% | $6,507-18.9% |
| Admin fee / account holder | $59 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |