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 | $23,175 | $159,602-85.5% | $150,045-84.6% | $142,382-83.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.59% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,014 | $4,961-79.6% | $4,693-78.4% | $4,299-76.4% |
| Participant deferral / active EE | $5,129 | $8,310-38.3% | $7,997-35.9% | $6,507-21.2% |
| Admin fee / account holder | $137 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |