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 | $23,015 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 18.83% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,604 | $5,286-31.8% | $4,933-26.9% | $4,660-22.7% |
| Participant deferral / active EE | $6,179 | $8,428-26.7% | $8,070-23.4% | $6,688-7.6% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |