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 | $14,979 | $114,381-86.9% | $107,525-86.1% | $142,382-89.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 45.23% | 242.71%-197.5pp | 181.32%-136.1pp | 217.08%-171.9pp |
| Employer contribution / active EE | $2,590 | $4,015-35.5% | $3,754-31.0% | $4,299-39.7% |
| Participant deferral / active EE | $8,824 | $5,564+58.6% | $5,116+72.5% | $6,507+35.6% |
| Admin fee / account holder | $164 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |