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 | $2,746 | $54,705-95.0% | $71,209-96.1% | $84,808-96.8% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 20.66% | 35.90%-15.2pp | 282.51%-261.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $410 | $2,158-81.0% | $2,721-84.9% | $2,631-84.4% |
| Participant deferral / active EE | $859 | $3,030-71.6% | $4,175-79.4% | $4,212-79.6% |
| Admin fee / account holder | $35 | $4,863-99.3% | $5,349-99.4% | $7,344-99.5% |