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 10-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 | $24,555 | $114,381-78.5% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 15.18% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,042 | $4,015-74.0% | $3,754-72.2% | $4,299-75.8% |
| Participant deferral / active EE | $3,052 | $5,564-45.2% | $5,116-40.3% | $6,507-53.1% |
| Admin fee / account holder | $141 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |