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 | $23,003 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.43% | 65.07%-46.6pp | 58.88%-40.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,036 | $4,810-36.9% | $4,305-29.5% | $4,299-29.4% |
| Participant deferral / active EE | $4,662 | $6,272-25.7% | $5,540-15.8% | $6,507-28.3% |
| Admin fee / account holder | $298 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |