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 | $8,803 | $100,773-91.3% | $88,946-90.1% | $142,382-93.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 26.28% | 70.18%-43.9pp | 57.82%-31.5pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,278 | $2,918-56.2% | $2,555-50.0% | $4,299-70.3% |
| Participant deferral / active EE | $3,908 | $5,230-25.3% | $4,581-14.7% | $6,507-39.9% |
| Admin fee / account holder | $24 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |