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 3-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 | $8,338 | $74,888-88.9% | $71,209-88.3% | $142,382-94.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 22.10% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $782 | $2,854-72.6% | $2,721-71.3% | $4,299-81.8% |
| Participant deferral / active EE | $1,574 | $4,454-64.7% | $4,175-62.3% | $6,507-75.8% |
| Admin fee / account holder | $61 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |