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 | $23,194 | $165,984-86.0% | $164,813-85.9% | $145,922-84.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.71% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,146 | $5,273-40.3% | $4,341-27.5% | $4,660-32.5% |
| Participant deferral / active EE | $3,146 | $6,959-54.8% | $6,031-47.8% | $6,688-53.0% |
| Admin fee / account holder | $286 | $16,648-98.3% | $12,690-97.7% | $13,397-97.9% |