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 | $9,335 | $104,974-91.1% | $95,585-90.2% | $142,382-93.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 19.76% | 210.33%-190.6pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,496 | $2,779-46.1% | $2,527-40.8% | $4,299-65.2% |
| Participant deferral / active EE | $4,046 | $4,352-7.0% | $4,023+0.6% | $6,507-37.8% |
| Admin fee / account holder | $130 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |