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 | $17,458 | $177,572-90.2% | $154,803-88.7% | $142,382-87.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 35.67% | 65.07%-29.4pp | 58.88%-23.2pp | 217.08%-181.4pp |
| Employer contribution / active EE | $1,858 | $4,810-61.4% | $4,305-56.8% | $4,299-56.8% |
| Participant deferral / active EE | $7,614 | $6,272+21.4% | $5,540+37.4% | $6,507+17.0% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |