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 | $3,187 | $54,705-94.2% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.8%-3.8pp | 68.3%+1.7pp |
| Annual return | 23.03% | 35.90%-12.9pp | 282.51%-259.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $606 | $2,158-71.9% | $2,721-77.7% | $2,631-77.0% |
| Participant deferral / active EE | $959 | $3,030-68.4% | $4,175-77.0% | $4,212-77.2% |
| Admin fee / account holder | $257 | $4,863-94.7% | $5,349-95.2% | $7,344-96.5% |