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 | $10,303 | $80,717-87.2% | $154,803-93.3% | $84,808-87.9% |
| Participation rate | 71.8% | 66.8%+5.0pp | 78.1%-6.3pp | 68.3%+3.5pp |
| Annual return | 16.45% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,597 | $2,761-42.2% | $4,305-62.9% | $2,631-39.3% |
| Participant deferral / active EE | $2,830 | $3,303-14.3% | $5,540-48.9% | $4,212-32.8% |
| Admin fee / account holder | $222 | $6,746-96.7% | $14,329-98.5% | $7,344-97.0% |