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 | $9,487 | $114,381-91.7% | $107,525-91.2% | $142,382-93.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 24.46% | 242.71%-218.2pp | 181.32%-156.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,684 | $4,015-58.0% | $3,754-55.1% | $4,299-60.8% |
| Participant deferral / active EE | $4,066 | $5,564-26.9% | $5,116-20.5% | $6,507-37.5% |
| Admin fee / account holder | $59 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |