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 | $38,606 | $114,381-66.2% | $107,525-64.1% | $142,382-72.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 13.02% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,542 | $4,015-61.6% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $4,010 | $5,564-27.9% | $5,116-21.6% | $6,507-38.4% |
| Admin fee / account holder | $243 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |