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 | $9,667 | $74,888-87.1% | $71,209-86.4% | $142,382-93.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 21.24% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,129 | $2,854-60.5% | $2,721-58.5% | $4,299-73.7% |
| Participant deferral / active EE | $2,078 | $4,454-53.3% | $4,175-50.2% | $6,507-68.1% |
| Admin fee / account holder | $174 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |