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 8-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 | $10,138 | $108,172-90.6% | $77,482-86.9% | $158,922-93.6% |
| Participation rate | 86.7% | 64.4%+22.2pp | 54.2%+32.5pp | 82.0%+4.7pp |
| Annual return | 10.68% | 31.67%-21.0pp | 54.79%-44.1pp | 302.83%-292.1pp |
| Employer contribution / active EE | $524 | $1,325-60.5% | $986-46.9% | $4,761-89.0% |
| Participant deferral / active EE | $928 | $2,456-62.2% | $1,861-50.1% | $5,982-84.5% |
| Admin fee / account holder | $165 | $3,708-95.5% | $2,858-94.2% | $11,246-98.5% |