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 | $13,495 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.55% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,125 | $4,810-76.6% | $4,305-73.9% | $4,299-73.8% |
| Participant deferral / active EE | $4,366 | $6,272-30.4% | $5,540-21.2% | $6,507-32.9% |
| Admin fee / account holder | $41 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |