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 | $12,686 | $177,572-92.9% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 27.35% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,594 | $4,810-66.9% | $4,305-63.0% | $4,299-62.9% |
| Participant deferral / active EE | $2,392 | $6,272-61.9% | $5,540-56.8% | $6,507-63.2% |
| Admin fee / account holder | $22 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |