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 | $9,001 | $100,773-91.1% | $88,946-89.9% | $142,382-93.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 22.37% | 70.18%-47.8pp | 57.82%-35.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,106 | $2,918-62.1% | $2,555-56.7% | $4,299-74.3% |
| Participant deferral / active EE | $1,492 | $5,230-71.5% | $4,581-67.4% | $6,507-77.1% |
| Admin fee / account holder | $8 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |