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 | $16,597 | $88,751-81.3% | $81,812-79.7% | $145,922-88.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 18.49% | 1025.40%-1006.9pp | 773.79%-755.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,011 | $3,083-34.8% | $2,912-31.0% | $4,660-56.9% |
| Participant deferral / active EE | $4,702 | $4,643+1.3% | $4,319+8.9% | $6,688-29.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |