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 4-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 | $17,622 | $159,602-89.0% | $150,045-88.3% | $142,382-87.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 24.92% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,184 | $4,961-56.0% | $4,693-53.5% | $4,299-49.2% |
| Participant deferral / active EE | $3,894 | $8,310-53.1% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |