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 | $14,714 | $111,754-86.8% | $103,333-85.8% | $145,922-89.9% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 18.00% | 24.77%-6.8pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,787 | $4,212-57.6% | $3,868-53.8% | $4,660-61.6% |
| Participant deferral / active EE | $5,101 | $5,619-9.2% | $5,057+0.9% | $6,688-23.7% |
| Admin fee / account holder | $246 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |