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 | $17,249 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 27.76% | 65.07%-37.3pp | 58.88%-31.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,206 | $4,810-74.9% | $4,305-72.0% | $4,299-72.0% |
| Participant deferral / active EE | $4,594 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $101 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |