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 | $17,373 | $177,572-90.2% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.81% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,103 | $4,810-56.3% | $4,305-51.2% | $4,299-51.1% |
| Participant deferral / active EE | $3,423 | $6,272-45.4% | $5,540-38.2% | $6,507-47.4% |
| Admin fee / account holder | $120 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |