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 | $13,880 | $100,773-86.2% | $88,946-84.4% | $142,382-90.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 22.68% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,193 | $2,918-24.8% | $2,555-14.2% | $4,299-49.0% |
| Participant deferral / active EE | $3,719 | $5,230-28.9% | $4,581-18.8% | $6,507-42.9% |
| Admin fee / account holder | $257 | $9,693-97.3% | $8,261-96.9% | $12,624-98.0% |