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 | $15,669 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 23.25% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,902 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $3,249 | $6,272-48.2% | $5,540-41.4% | $6,507-50.1% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |