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 | $21,136 | $177,572-88.1% | $154,803-86.3% | $142,382-85.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.81% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,891 | $4,810-60.7% | $4,305-56.1% | $4,299-56.0% |
| Participant deferral / active EE | $4,295 | $6,272-31.5% | $5,540-22.5% | $6,507-34.0% |
| Admin fee / account holder | $125 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |