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 | $14,473 | $114,381-87.3% | $107,525-86.5% | $142,382-89.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 21.39% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,210 | $4,015-45.0% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $3,310 | $5,564-40.5% | $5,116-35.3% | $6,507-49.1% |
| Admin fee / account holder | $139 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |