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 | $11,260 | $114,381-90.2% | $107,525-89.5% | $142,382-92.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 24.11% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,594 | $4,015-60.3% | $3,754-57.5% | $4,299-62.9% |
| Participant deferral / active EE | $2,018 | $5,564-63.7% | $5,116-60.6% | $6,507-69.0% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |