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 5-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 | $23,918 | $117,983-79.7% | $101,794-76.5% | $142,382-83.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 22.58% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,635 | $2,773-41.0% | $2,289-28.6% | $4,299-62.0% |
| Participant deferral / active EE | $2,702 | $4,714-42.7% | $4,084-33.8% | $6,507-58.5% |
| Admin fee / account holder | $113 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |