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 | $17,854 | $111,754-84.0% | $103,333-82.7% | $145,922-87.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 20.49% | 24.77%-4.3pp | 24.88%-4.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,139 | $4,212-49.2% | $3,868-44.7% | $4,660-54.1% |
| Participant deferral / active EE | $6,017 | $5,619+7.1% | $5,057+19.0% | $6,688-10.0% |
| Admin fee / account holder | $37 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |