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 7-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 | $5,935 | $100,773-94.1% | $88,946-93.3% | $142,382-95.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.06% | 70.18%-57.1pp | 57.82%-44.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,027 | $2,918-64.8% | $2,555-59.8% | $4,299-76.1% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $176 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |