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 | $19,157 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 24.89% | 70.24%-45.3pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,104 | $4,961-37.4% | $4,693-33.9% | $4,299-27.8% |
| Participant deferral / active EE | $5,368 | $8,310-35.4% | $7,997-32.9% | $6,507-17.5% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |