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 | $22,333 | $74,888-70.2% | $71,209-68.6% | $142,382-84.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 28.41% | 345.14%-316.7pp | 282.51%-254.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $1,748 | $2,854-38.8% | $2,721-35.8% | $4,299-59.3% |
| Participant deferral / active EE | $9,044 | $4,454+103.0% | $4,175+116.6% | $6,507+39.0% |
| Admin fee / account holder | $238 | $5,568-95.7% | $5,349-95.6% | $12,624-98.1% |