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 | $17,443 | $111,754-84.4% | $103,333-83.1% | $145,922-88.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 47.08% | 24.77%+22.3pp | 24.88%+22.2pp | 561.29%-514.2pp |
| Employer contribution / active EE | $5,564 | $4,212+32.1% | $3,868+43.8% | $4,660+19.4% |
| Participant deferral / active EE | $5,216 | $5,619-7.2% | $5,057+3.1% | $6,688-22.0% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |