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 7-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 | $3,027 | $74,888-96.0% | $71,209-95.7% | $142,382-97.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.47% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,215 | $2,854-57.5% | $2,721-55.4% | $4,299-71.7% |
| Participant deferral / active EE | $1,822 | $4,454-59.1% | $4,175-56.4% | $6,507-72.0% |
| Admin fee / account holder | $46 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |