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 | $13,526 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 27.37% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,354 | $4,810-71.9% | $4,305-68.6% | $4,299-68.5% |
| Participant deferral / active EE | $3,000 | $6,272-52.2% | $5,540-45.8% | $6,507-53.9% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |