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 5-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 | $17,124 | $158,398-89.2% | $126,539-86.5% | $142,382-88.0% |
| Participation rate | 76.2% | 75.8%+0.4pp | 69.8%+6.4pp | 80.1%-3.9pp |
| Annual return | 21.03% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,097 | $4,650-76.4% | $3,674-70.1% | $4,299-74.5% |
| Participant deferral / active EE | $3,132 | $4,767-34.3% | $4,083-23.3% | $6,507-51.9% |
| Admin fee / account holder | $59 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |