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 | $11,505 | $114,381-89.9% | $107,525-89.3% | $142,382-91.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 24.31% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $865 | $4,015-78.4% | $3,754-76.9% | $4,299-79.9% |
| Participant deferral / active EE | $1,714 | $5,564-69.2% | $5,116-66.5% | $6,507-73.7% |
| Admin fee / account holder | $262 | $9,860-97.3% | $8,919-97.1% | $12,624-97.9% |