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 | $9,164 | $94,338-90.3% | $100,534-90.9% | $142,382-93.6% |
| Participation rate | 84.2% | 81.7%+2.5pp | 80.6%+3.6pp | 80.1%+4.1pp |
| Annual return | 20.47% | 29.20%-8.7pp | 32.66%-12.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,485 | $4,237-65.0% | $4,346-65.8% | $4,299-65.5% |
| Participant deferral / active EE | $2,060 | $5,934-65.3% | $6,144-66.5% | $6,507-68.3% |
| Admin fee / account holder | $114 | $8,421-98.6% | $7,654-98.5% | $12,624-99.1% |