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 | $7,107 | $95,561-92.6% | $77,163-90.8% | $139,434-94.9% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 32.82% | 54.92%-22.1pp | 37.87%-5.1pp | 372.94%-340.1pp |
| Employer contribution / active EE | $555 | $3,147-82.4% | $2,535-78.1% | $4,751-88.3% |
| Participant deferral / active EE | $2,647 | $4,624-42.7% | $3,833-30.9% | $6,710-60.6% |
| Admin fee / account holder | $34 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |