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 | $23,843 | $183,519-87.0% | $155,509-84.7% | $145,922-83.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.42% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,951 | $5,313-63.3% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $7,851 | $6,462+21.5% | $5,626+39.5% | $6,688+17.4% |
| Admin fee / account holder | $134 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |