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 | $10,267 | $114,381-91.0% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 21.12% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $964 | $4,015-76.0% | $3,754-74.3% | $4,299-77.6% |
| Participant deferral / active EE | $1,736 | $5,564-68.8% | $5,116-66.1% | $6,507-73.3% |
| Admin fee / account holder | $155 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |