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 | $19,909 | $148,534-86.6% | $135,903-85.4% | $139,434-85.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 37.57% | 79.19%-41.6pp | 68.23%-30.7pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,679 | $5,243-68.0% | $4,856-65.4% | $4,751-64.7% |
| Participant deferral / active EE | $11,483 | $8,100+41.8% | $7,758+48.0% | $6,710+71.1% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |