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 | $23,041 | $183,519-87.4% | $155,509-85.2% | $145,922-84.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.76% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,489 | $5,313-72.0% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $5,604 | $6,462-13.3% | $5,626-0.4% | $6,688-16.2% |
| Admin fee / account holder | $117 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |