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 5-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 | $17,319 | $104,974-83.5% | $95,585-81.9% | $142,382-87.8% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 27.10% | 210.33%-183.2pp | 38.56%-11.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,266 | $2,779-18.4% | $2,527-10.3% | $4,299-47.3% |
| Participant deferral / active EE | $2,106 | $4,352-51.6% | $4,023-47.6% | $6,507-67.6% |
| Admin fee / account holder | $32 | $6,386-99.5% | $6,127-99.5% | $12,624-99.7% |