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 | $13,417 | $111,724-88.0% | $93,606-85.7% | $145,922-90.8% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 15.52% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,070 | $3,090-33.0% | $2,420-14.5% | $4,660-55.6% |
| Participant deferral / active EE | $2,925 | $4,912-40.4% | $4,411-33.7% | $6,688-56.3% |
| Admin fee / account holder | $201 | $10,250-98.0% | $8,285-97.6% | $13,397-98.5% |