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 | $11,037 | $76,738-85.6% | $56,411-80.4% | $145,922-92.4% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 7.35% | 2994.23%-2986.9pp | 1701.33%-1694.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,060 | $1,380-23.2% | $1,039+2.0% | $4,660-77.3% |
| Participant deferral / active EE | $2,987 | $2,623+13.9% | $1,952+53.0% | $6,688-55.3% |
| Admin fee / account holder | $247 | $3,334-92.6% | $2,829-91.3% | $13,397-98.2% |