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 | $16,579 | $159,602-89.6% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 26.00% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,336 | $4,961-73.1% | $4,693-71.5% | $4,299-68.9% |
| Participant deferral / active EE | $5,357 | $8,310-35.5% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $16 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |