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 | $23,349 | $177,572-86.9% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 34.25% | 65.07%-30.8pp | 58.88%-24.6pp | 217.08%-182.8pp |
| Employer contribution / active EE | $2,419 | $4,810-49.7% | $4,305-43.8% | $4,299-43.7% |
| Participant deferral / active EE | $12,088 | $6,272+92.7% | $5,540+118.2% | $6,507+85.8% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |