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 | $24,994 | $169,032-85.2% | $129,207-80.7% | $145,922-82.9% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 15.77% | 14330.11%-14314.3pp | 9417.33%-9401.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,280 | $5,537-40.8% | $4,153-21.0% | $4,660-29.6% |
| Participant deferral / active EE | $3,823 | $4,987-23.4% | $4,168-8.3% | $6,688-42.8% |
| Admin fee / account holder | $14 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |