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 5-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 | $16,147 | $74,888-78.4% | $71,209-77.3% | $142,382-88.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 22.46% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,450 | $2,854-49.2% | $2,721-46.7% | $4,299-66.3% |
| Participant deferral / active EE | $4,367 | $4,454-2.0% | $4,175+4.6% | $6,507-32.9% |
| Admin fee / account holder | $180 | $5,568-96.8% | $5,349-96.6% | $12,624-98.6% |