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 | $20,693 | $99,877-79.3% | $84,966-75.6% | $145,922-85.8% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 17.65% | 83.76%-66.1pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,476 | $3,231+69.5% | $2,727+100.8% | $4,660+17.5% |
| Participant deferral / active EE | $2,565 | $5,291-51.5% | $4,519-43.2% | $6,688-61.6% |
| Admin fee / account holder | $152 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |