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 | $14,151 | $114,381-87.6% | $107,525-86.8% | $142,382-90.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 31.30% | 242.71%-211.4pp | 181.32%-150.0pp | 217.08%-185.8pp |
| Employer contribution / active EE | $2,365 | $4,015-41.1% | $3,754-37.0% | $4,299-45.0% |
| Participant deferral / active EE | $3,964 | $5,564-28.8% | $5,116-22.5% | $6,507-39.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |