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 | $18,718 | $183,519-89.8% | $155,509-88.0% | $145,922-87.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.35% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,958 | $5,313-63.1% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $3,469 | $6,462-46.3% | $5,626-38.3% | $6,688-48.1% |
| Admin fee / account holder | $196 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |