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 4-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 | $1,984 | $25,014-92.1% | $69,647-97.2% | $80,856-97.5% |
| Participation rate | 77.4% | 64.2%+13.2pp | 66.5%+11.0pp | 67.6%+9.8pp |
| Annual return | 12.04% | 19.07%-7.0pp | 100.48%-88.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $570 | $993-42.6% | $1,712-66.7% | $2,755-79.3% |
| Participant deferral / active EE | $902 | $1,839-51.0% | $2,886-68.8% | $4,296-79.0% |
| Admin fee / account holder | $232 | $2,488-90.7% | $4,713-95.1% | $6,918-96.6% |