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 4-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 | $17,901 | $148,534-87.9% | $135,903-86.8% | $139,434-87.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 30.74% | 79.19%-48.4pp | 68.23%-37.5pp | 372.94%-342.2pp |
| Employer contribution / active EE | $2,354 | $5,243-55.1% | $4,856-51.5% | $4,751-50.5% |
| Participant deferral / active EE | $6,525 | $8,100-19.4% | $7,758-15.9% | $6,710-2.8% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |