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 | $8,087 | $90,348-91.0% | $75,972-89.4% | $145,922-94.5% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.1pp |
| Annual return | 9.12% | 620.88%-611.8pp | 359.55%-350.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $897 | $3,311-72.9% | $2,685-66.6% | $4,660-80.7% |
| Participant deferral / active EE | $1,166 | $5,162-77.4% | $4,255-72.6% | $6,688-82.6% |
| Admin fee / account holder | $110 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |