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 3-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 | $6,990 | $100,773-93.1% | $88,946-92.1% | $142,382-95.1% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 23.57% | 70.18%-46.6pp | 57.82%-34.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,939 | $2,918-33.6% | $2,555-24.1% | $4,299-54.9% |
| Participant deferral / active EE | $2,830 | $5,230-45.9% | $4,581-38.2% | $6,507-56.5% |
| Admin fee / account holder | $250 | $9,693-97.4% | $8,261-97.0% | $12,624-98.0% |