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 5-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 | $8,291 | $74,888-88.9% | $71,209-88.4% | $142,382-94.2% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 14.01% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $459 | $2,854-83.9% | $2,721-83.1% | $4,299-89.3% |
| Participant deferral / active EE | $1,141 | $4,454-74.4% | $4,175-72.7% | $6,507-82.5% |
| Admin fee / account holder | $82 | $5,568-98.5% | $5,349-98.5% | $12,624-99.4% |