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 | $5,416 | $54,705-90.1% | $71,209-92.4% | $84,808-93.6% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 20.02% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $788 | $2,158-63.5% | $2,721-71.0% | $2,631-70.0% |
| Participant deferral / active EE | $1,106 | $3,030-63.5% | $4,175-73.5% | $4,212-73.7% |
| Admin fee / account holder | $23 | $4,863-99.5% | $5,349-99.6% | $7,344-99.7% |