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 | $24,383 | $51,175-52.4% | $70,515-65.4% | $75,163-67.6% |
| Participation rate | 70.3% | 60.9%+9.3pp | 68.3%+1.9pp | 67.2%+3.1pp |
| Annual return | 22.67% | 30.02%-7.4pp | 32.77%-10.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,859 | $1,826+1.8% | $2,973-37.5% | $2,670-30.4% |
| Participant deferral / active EE | $3,849 | $2,849+35.1% | $4,567-15.7% | $4,125-6.7% |
| Admin fee / account holder | $118 | $4,091-97.1% | $6,412-98.2% | $5,651-97.9% |