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 4-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 | $22,834 | $165,984-86.2% | $164,813-86.1% | $145,922-84.4% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 14.95% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,875 | $5,273-45.5% | $4,341-33.8% | $4,660-38.3% |
| Participant deferral / active EE | $4,667 | $6,959-32.9% | $6,031-22.6% | $6,688-30.2% |
| Admin fee / account holder | $167 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |