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 | $15,886 | $117,983-86.5% | $101,794-84.4% | $142,382-88.8% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 51.50% | 36.92%+14.6pp | 30.53%+21.0pp | 217.08%-165.6pp |
| Employer contribution / active EE | $3,030 | $2,773+9.3% | $2,289+32.4% | $4,299-29.5% |
| Participant deferral / active EE | $4,616 | $4,714-2.1% | $4,084+13.0% | $6,507-29.1% |
| Admin fee / account holder | $119 | $10,433-98.9% | $8,777-98.6% | $12,624-99.1% |