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 | $17,268 | $97,744-82.3% | $103,476-83.3% | $145,922-88.2% |
| Participation rate | 73.7% | 81.1%-7.4pp | 80.5%-6.8pp | 80.3%-6.6pp |
| Annual return | 20.72% | 25.41%-4.7pp | 23.90%-3.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,332 | $4,677-50.1% | $4,672-50.1% | $4,660-50.0% |
| Participant deferral / active EE | $7,217 | $6,603+9.3% | $6,623+9.0% | $6,688+7.9% |
| Admin fee / account holder | $280 | $12,515-97.8% | $9,413-97.0% | $13,397-97.9% |