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 7-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 | $21,231 | $177,572-88.0% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.83% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,834 | $4,810-61.9% | $4,305-57.4% | $4,299-57.3% |
| Participant deferral / active EE | $1,969 | $6,272-68.6% | $5,540-64.5% | $6,507-69.7% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |