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 | $15,761 | $74,888-79.0% | $71,209-77.9% | $142,382-88.9% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 26.09% | 345.14%-319.1pp | 282.51%-256.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,537 | $2,854-11.1% | $2,721-6.8% | $4,299-41.0% |
| Participant deferral / active EE | $3,485 | $4,454-21.8% | $4,175-16.5% | $6,507-46.5% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |