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 | $9,143 | $107,452-91.5% | $91,541-90.0% | $142,382-93.6% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.8%+23.6pp | 80.1%+13.2pp |
| Annual return | 23.21% | 22.06%+1.2pp | 20.50%+2.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,558 | $2,994-48.0% | $2,505-37.8% | $4,299-63.8% |
| Participant deferral / active EE | $2,438 | $4,754-48.7% | $4,008-39.2% | $6,507-62.5% |
| Admin fee / account holder | $77 | $8,834-99.1% | $6,956-98.9% | $12,624-99.4% |