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 | $20,559 | $117,841-82.6% | $102,423-79.9% | $145,922-85.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 10.54% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,341 | $3,615-7.6% | $3,023+10.5% | $4,660-28.3% |
| Participant deferral / active EE | $3,459 | $5,731-39.6% | $5,053-31.6% | $6,688-48.3% |
| Admin fee / account holder | $128 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |