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 6-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 | $14,721 | $177,572-91.7% | $154,803-90.5% | $142,382-89.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 24.18% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,179 | $4,810-75.5% | $4,305-72.6% | $4,299-72.6% |
| Participant deferral / active EE | $5,003 | $6,272-20.2% | $5,540-9.7% | $6,507-23.1% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |