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 | $7,255 | $88,751-91.8% | $81,812-91.1% | $145,922-95.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.66% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,147 | $3,083-30.4% | $2,912-26.3% | $4,660-53.9% |
| Participant deferral / active EE | $3,577 | $4,643-23.0% | $4,319-17.2% | $6,688-46.5% |
| Admin fee / account holder | $11 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |