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 | $14,631 | $106,584-86.3% | $101,326-85.6% | $142,382-89.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 39.11% | 36.93%+2.2pp | 36.82%+2.3pp | 217.08%-178.0pp |
| Employer contribution / active EE | $3,779 | $3,956-4.5% | $3,665+3.1% | $4,299-12.1% |
| Participant deferral / active EE | $6,269 | $8,297-24.4% | $7,994-21.6% | $6,507-3.7% |
| Admin fee / account holder | $28 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |