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 | $6,317 | $74,888-91.6% | $71,209-91.1% | $142,382-95.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 22.67% | 345.14%-322.5pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $678 | $2,854-76.3% | $2,721-75.1% | $4,299-84.2% |
| Participant deferral / active EE | $1,395 | $4,454-68.7% | $4,175-66.6% | $6,507-78.6% |
| Admin fee / account holder | $148 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |