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 | $18,759 | $114,381-83.6% | $107,525-82.6% | $142,382-86.8% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 24.95% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,636 | $4,015-34.4% | $3,754-29.8% | $4,299-38.7% |
| Participant deferral / active EE | $3,751 | $5,564-32.6% | $5,116-26.7% | $6,507-42.4% |
| Admin fee / account holder | $89 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |