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 | $9,285 | $114,381-91.9% | $107,525-91.4% | $142,382-93.5% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 18.16% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,141 | $5,564-61.5% | $5,116-58.2% | $6,507-67.1% |
| Admin fee / account holder | $133 | $9,860-98.7% | $8,919-98.5% | $12,624-98.9% |