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 | $26,233 | $165,984-84.2% | $164,813-84.1% | $145,922-82.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.60% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,868 | $5,273-64.6% | $4,341-57.0% | $4,660-59.9% |
| Participant deferral / active EE | $6,004 | $6,959-13.7% | $6,031-0.4% | $6,688-10.2% |
| Admin fee / account holder | $123 | $16,648-99.3% | $12,690-99.0% | $13,397-99.1% |