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 | $12,350 | $80,717-84.7% | $154,803-92.0% | $84,808-85.4% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 22.63% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,705 | $2,761-38.3% | $4,305-60.4% | $2,631-35.2% |
| Participant deferral / active EE | $3,240 | $3,303-1.9% | $5,540-41.5% | $4,212-23.1% |
| Admin fee / account holder | $227 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |