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 | $10,795 | $109,982-90.2% | $97,226-88.9% | $145,922-92.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.84% | 242.90%-226.1pp | 75.13%-58.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,549 | $3,084-49.8% | $2,729-43.2% | $4,660-66.8% |
| Participant deferral / active EE | $3,663 | $4,676-21.7% | $4,264-14.1% | $6,688-45.2% |
| Admin fee / account holder | $80 | $6,221-98.7% | $5,654-98.6% | $13,397-99.4% |