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 | $3,788 | $74,888-94.9% | $71,209-94.7% | $142,382-97.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.48% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,605 | $2,854-43.8% | $2,721-41.0% | $4,299-62.7% |
| Participant deferral / active EE | $1,335 | $4,454-70.0% | $4,175-68.0% | $6,507-79.5% |
| Admin fee / account holder | $270 | $5,568-95.1% | $5,349-94.9% | $12,624-97.9% |