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 4-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 | $20,989 | $177,572-88.2% | $154,803-86.4% | $142,382-85.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.23% | 65.07%-52.8pp | 58.88%-46.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,911 | $4,810-60.3% | $4,305-55.6% | $4,299-55.6% |
| Participant deferral / active EE | $1,953 | $6,272-68.9% | $5,540-64.8% | $6,507-70.0% |
| Admin fee / account holder | $157 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |