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 | $11,064 | $104,974-89.5% | $95,585-88.4% | $142,382-92.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 22.47% | 210.33%-187.9pp | 38.56%-16.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,460 | $2,779-47.4% | $2,527-42.2% | $4,299-66.0% |
| Participant deferral / active EE | $1,598 | $4,352-63.3% | $4,023-60.3% | $6,507-75.4% |
| Admin fee / account holder | $23 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |