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 | $27,212 | $106,584-74.5% | $101,326-73.1% | $142,382-80.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 24.04% | 36.93%-12.9pp | 36.82%-12.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,250 | $3,956-43.1% | $3,665-38.6% | $4,299-47.7% |
| Participant deferral / active EE | $3,441 | $8,297-58.5% | $7,994-57.0% | $6,507-47.1% |
| Admin fee / account holder | $45 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |