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 | $10,499 | $99,877-89.5% | $84,966-87.6% | $145,922-92.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 11.96% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,636 | $3,231-49.4% | $2,727-40.0% | $4,660-64.9% |
| Participant deferral / active EE | $1,960 | $5,291-63.0% | $4,519-56.6% | $6,688-70.7% |
| Admin fee / account holder | $52 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |