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 | $8,397 | $100,773-91.7% | $88,946-90.6% | $142,382-94.1% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 19.67% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $952 | $2,918-67.4% | $2,555-62.7% | $4,299-77.9% |
| Participant deferral / active EE | $1,217 | $5,230-76.7% | $4,581-73.4% | $6,507-81.3% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |