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 | $17,157 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 24.54% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,336 | $4,810-72.2% | $4,305-69.0% | $4,299-68.9% |
| Participant deferral / active EE | $4,424 | $6,272-29.5% | $5,540-20.2% | $6,507-32.0% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |