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 | $25,101 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 23.69% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,985 | $6,841-71.0% | $6,419-69.1% | $4,299-53.8% |
| Participant deferral / active EE | $6,400 | $9,865-35.1% | $9,331-31.4% | $6,507-1.6% |
| Admin fee / account holder | $125 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |