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 | $16,188 | $177,572-90.9% | $154,803-89.5% | $142,382-88.6% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 35.29% | 65.07%-29.8pp | 58.88%-23.6pp | 217.08%-181.8pp |
| Employer contribution / active EE | $1,016 | $4,810-78.9% | $4,305-76.4% | $4,299-76.4% |
| Participant deferral / active EE | $4,033 | $6,272-35.7% | $5,540-27.2% | $6,507-38.0% |
| Admin fee / account holder | $143 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |