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 | $13,916 | $177,572-92.2% | $154,803-91.0% | $142,382-90.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 47.64% | 65.07%-17.4pp | 58.88%-11.2pp | 217.08%-169.4pp |
| Employer contribution / active EE | $3,170 | $4,810-34.1% | $4,305-26.4% | $4,299-26.3% |
| Participant deferral / active EE | $5,221 | $6,272-16.7% | $5,540-5.8% | $6,507-19.8% |
| Admin fee / account holder | $37 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |