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 | $16,789 | $156,846-89.3% | $121,098-86.1% | $139,434-88.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 27.22% | 1474.56%-1447.3pp | 985.75%-958.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,271 | $5,536-40.9% | $4,164-21.4% | $4,751-31.2% |
| Participant deferral / active EE | $3,955 | $4,844-18.4% | $4,080-3.1% | $6,710-41.1% |
| Admin fee / account holder | $119 | $6,946-98.3% | $5,644-97.9% | $11,403-99.0% |