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 | $19,025 | $175,202-89.1% | $149,673-87.3% | $139,434-86.4% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 19.22% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,199 | $5,474-59.8% | $4,818-54.4% | $4,751-53.7% |
| Participant deferral / active EE | $3,185 | $6,519-51.1% | $5,680-43.9% | $6,710-52.5% |
| Admin fee / account holder | $197 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |