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 | $9,118 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.87% | 345.14%-322.3pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $593 | $2,854-79.2% | $2,721-78.2% | $4,299-86.2% |
| Participant deferral / active EE | $2,859 | $4,454-35.8% | $4,175-31.5% | $6,507-56.1% |
| Admin fee / account holder | $139 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |