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 | $19,282 | $148,534-87.0% | $135,903-85.8% | $139,434-86.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 28.00% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,198 | $5,243-77.2% | $4,856-75.3% | $4,751-74.8% |
| Participant deferral / active EE | $5,201 | $8,100-35.8% | $7,758-33.0% | $6,710-22.5% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |