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 | $9,175 | $95,266-90.4% | $82,389-88.9% | $142,382-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.69% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,411 | $2,991-52.8% | $2,517-43.9% | $4,299-67.2% |
| Participant deferral / active EE | $1,696 | $4,809-64.7% | $4,155-59.2% | $6,507-73.9% |
| Admin fee / account holder | $92 | $8,563-98.9% | $7,231-98.7% | $12,624-99.3% |