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 | $19,045 | $74,888-74.6% | $71,209-73.3% | $142,382-86.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.45% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $955 | $2,854-66.5% | $2,721-64.9% | $4,299-77.8% |
| Participant deferral / active EE | $6,841 | $4,454+53.6% | $4,175+63.8% | $6,507+5.1% |
| Admin fee / account holder | $259 | $5,568-95.3% | $5,349-95.2% | $12,624-97.9% |