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 5-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 | $11,002 | $100,773-89.1% | $88,946-87.6% | $142,382-92.3% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 21.52% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,019 | $2,918-65.1% | $2,555-60.1% | $4,299-76.3% |
| Participant deferral / active EE | $1,323 | $5,230-74.7% | $4,581-71.1% | $6,507-79.7% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |