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 | $7,027 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 13.42% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $603 | $2,854-78.9% | $2,721-77.8% | $4,299-86.0% |
| Participant deferral / active EE | $978 | $4,454-78.0% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $117 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |