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 | $20,111 | $111,754-82.0% | $103,333-80.5% | $145,922-86.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.68% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,883 | $4,212-31.6% | $3,868-25.5% | $4,660-38.1% |
| Participant deferral / active EE | $4,584 | $5,619-18.4% | $5,057-9.4% | $6,688-31.5% |
| Admin fee / account holder | $171 | $9,750-98.2% | $8,355-98.0% | $13,397-98.7% |