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 | $8,283 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 20.99% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,458 | $2,761-47.2% | $4,305-66.1% | $2,631-44.6% |
| Participant deferral / active EE | $2,016 | $3,303-39.0% | $5,540-63.6% | $4,212-52.1% |
| Admin fee / account holder | $96 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |