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 | $17,623 | $159,602-89.0% | $150,045-88.3% | $142,382-87.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 24.25% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,730 | $4,961-65.1% | $4,693-63.1% | $4,299-59.8% |
| Participant deferral / active EE | $5,962 | $8,310-28.3% | $7,997-25.4% | $6,507-8.4% |
| Admin fee / account holder | $39 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |