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 | $19,789 | $111,754-82.3% | $103,333-80.8% | $145,922-86.4% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 16.39% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,257 | $4,212-46.4% | $3,868-41.6% | $4,660-51.6% |
| Participant deferral / active EE | $4,275 | $5,619-23.9% | $5,057-15.5% | $6,688-36.1% |
| Admin fee / account holder | $219 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |