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 | $17,587 | $111,754-84.3% | $103,333-83.0% | $145,922-87.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 51.48% | 24.77%+26.7pp | 24.88%+26.6pp | 561.29%-509.8pp |
| Employer contribution / active EE | $1,565 | $4,212-62.9% | $3,868-59.5% | $4,660-66.4% |
| Participant deferral / active EE | $3,430 | $5,619-38.9% | $5,057-32.2% | $6,688-48.7% |
| Admin fee / account holder | $134 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |