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 | $18,030 | $104,974-82.8% | $95,585-81.1% | $142,382-87.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 18.68% | 210.33%-191.6pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,676 | $2,779-39.7% | $2,527-33.7% | $4,299-61.0% |
| Participant deferral / active EE | $2,958 | $4,352-32.0% | $4,023-26.5% | $6,507-54.5% |
| Admin fee / account holder | $87 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |