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 8-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 | $16,704 | $115,770-85.6% | $101,248-83.5% | $158,922-89.5% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 19.22% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,035 | $4,175-75.2% | $3,660-71.7% | $4,761-78.3% |
| Participant deferral / active EE | $3,286 | $4,957-33.7% | $4,370-24.8% | $5,982-45.1% |
| Admin fee / account holder | $152 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |