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 3-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 | $9,399 | $54,705-82.8% | $71,209-86.8% | $84,808-88.9% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 26.09% | 35.90%-9.8pp | 282.51%-256.4pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,262 | $2,158-41.5% | $2,721-53.6% | $2,631-52.0% |
| Participant deferral / active EE | $2,098 | $3,030-30.8% | $4,175-49.7% | $4,212-50.2% |
| Admin fee / account holder | $203 | $4,863-95.8% | $5,349-96.2% | $7,344-97.2% |