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 | $20,678 | $159,602-87.0% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 24.52% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,880 | $4,961-62.1% | $4,693-60.0% | $4,299-56.3% |
| Participant deferral / active EE | $7,338 | $8,310-11.7% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $128 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |