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 | $14,557 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 54.96% | 65.07%-10.1pp | 58.88%-3.9pp | 217.08%-162.1pp |
| Employer contribution / active EE | $5,483 | $4,810+14.0% | $4,305+27.3% | $4,299+27.5% |
| Participant deferral / active EE | $4,565 | $6,272-27.2% | $5,540-17.6% | $6,507-29.8% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |