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 | $20,062 | $114,381-82.5% | $107,525-81.3% | $142,382-85.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 110.56% | 242.71%-132.1pp | 181.32%-70.8pp | 217.08%-106.5pp |
| Employer contribution / active EE | $2,478 | $4,015-38.3% | $3,754-34.0% | $4,299-42.4% |
| Participant deferral / active EE | $6,683 | $5,564+20.1% | $5,116+30.6% | $6,507+2.7% |
| Admin fee / account holder | $118 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |