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 | $10,876 | $94,338-88.5% | $100,534-89.2% | $142,382-92.4% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 27.24% | 29.20%-2.0pp | 32.66%-5.4pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,602 | $4,237-62.2% | $4,346-63.1% | $4,299-62.7% |
| Participant deferral / active EE | $2,136 | $5,934-64.0% | $6,144-65.2% | $6,507-67.2% |
| Admin fee / account holder | $170 | $8,421-98.0% | $7,654-97.8% | $12,624-98.7% |