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 | $14,494 | $106,584-86.4% | $101,326-85.7% | $142,382-89.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 40.53% | 36.93%+3.6pp | 36.82%+3.7pp | 217.08%-176.6pp |
| Employer contribution / active EE | $1,464 | $3,956-63.0% | $3,665-60.1% | $4,299-66.0% |
| Participant deferral / active EE | $5,864 | $8,297-29.3% | $7,994-26.6% | $6,507-9.9% |
| Admin fee / account holder | $22 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |