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 | $20,640 | $88,751-76.7% | $81,812-74.8% | $145,922-85.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.92% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,314 | $3,083-57.4% | $2,912-54.9% | $4,660-71.8% |
| Participant deferral / active EE | $2,219 | $4,643-52.2% | $4,319-48.6% | $6,688-66.8% |
| Admin fee / account holder | $70 | $8,415-99.2% | $7,386-99.0% | $13,397-99.5% |