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 | $8,358 | $54,705-84.7% | $71,209-88.3% | $84,808-90.1% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 17.76% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $459 | $2,158-78.7% | $2,721-83.1% | $2,631-82.6% |
| Participant deferral / active EE | $1,648 | $3,030-45.6% | $4,175-60.5% | $4,212-60.9% |
| Admin fee / account holder | $193 | $4,863-96.0% | $5,349-96.4% | $7,344-97.4% |