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 | $23,258 | $159,602-85.4% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 25.47% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,208 | $4,961-35.3% | $4,693-31.6% | $4,299-25.4% |
| Participant deferral / active EE | $4,886 | $8,310-41.2% | $7,997-38.9% | $6,507-24.9% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |