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 | $9,330 | $74,888-87.5% | $71,209-86.9% | $142,382-93.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 19.88% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,394 | $2,854-51.2% | $2,721-48.8% | $4,299-67.6% |
| Participant deferral / active EE | $1,795 | $4,454-59.7% | $4,175-57.0% | $6,507-72.4% |
| Admin fee / account holder | $249 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |