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 | $22,599 | $106,584-78.8% | $101,326-77.7% | $142,382-84.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 21.53% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,651 | $3,956-58.3% | $3,665-55.0% | $4,299-61.6% |
| Participant deferral / active EE | $5,446 | $8,297-34.4% | $7,994-31.9% | $6,507-16.3% |
| Admin fee / account holder | $121 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |