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 | $20,757 | $159,602-87.0% | $150,045-86.2% | $142,382-85.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.15% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,441 | $4,961-71.0% | $4,693-69.3% | $4,299-66.5% |
| Participant deferral / active EE | $3,945 | $8,310-52.5% | $7,997-50.7% | $6,507-39.4% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |