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 | $19,690 | $177,572-88.9% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 19.36% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,442 | $4,810-70.0% | $4,305-66.5% | $4,299-66.5% |
| Participant deferral / active EE | $3,002 | $6,272-52.1% | $5,540-45.8% | $6,507-53.9% |
| Admin fee / account holder | $284 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |