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 8-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 | $9,968 | $158,398-93.7% | $126,539-92.1% | $142,382-93.0% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 22.06% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $714 | $4,650-84.6% | $3,674-80.6% | $4,299-83.4% |
| Participant deferral / active EE | $1,665 | $4,767-65.1% | $4,083-59.2% | $6,507-74.4% |
| Admin fee / account holder | $97 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |