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 | $23,914 | $61,774-61.3% | $97,226-75.4% | $80,856-70.4% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.7%+19.4pp | 67.6%+24.5pp |
| Annual return | 19.04% | -557.90%+576.9pp | 75.13%-56.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $10,334 | $1,837+462.7% | $2,729+278.7% | $2,755+275.1% |
| Participant deferral / active EE | $2,707 | $3,029-10.6% | $4,264-36.5% | $4,296-37.0% |
| Admin fee / account holder | $54 | $5,166-99.0% | $5,654-99.0% | $6,918-99.2% |