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 5-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 | $15,071 | $177,572-91.5% | $154,803-90.3% | $142,382-89.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 27.19% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,560 | $4,810-67.6% | $4,305-63.8% | $4,299-63.7% |
| Participant deferral / active EE | $4,631 | $6,272-26.2% | $5,540-16.4% | $6,507-28.8% |
| Admin fee / account holder | $118 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |