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 | $21,220 | $183,519-88.4% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.40% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,308 | $5,313-75.4% | $4,672-72.0% | $4,660-71.9% |
| Participant deferral / active EE | $4,254 | $6,462-34.2% | $5,626-24.4% | $6,688-36.4% |
| Admin fee / account holder | $110 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |