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 5-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 | $9,024 | $100,773-91.0% | $88,946-89.9% | $142,382-93.7% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 25.23% | 70.18%-45.0pp | 57.82%-32.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,843 | $2,918-36.8% | $2,555-27.9% | $4,299-57.1% |
| Participant deferral / active EE | $2,464 | $5,230-52.9% | $4,581-46.2% | $6,507-62.1% |
| Admin fee / account holder | $24 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |