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 | $4,323 | $24,730-82.5% | $66,042-93.5% | $84,808-94.9% |
| Participation rate | 85.2% | 68.1%+17.1pp | 67.5%+17.7pp | 68.3%+16.9pp |
| Annual return | 21.18% | 79.55%-58.4pp | 52.11%-30.9pp | 40.90%-19.7pp |
| Employer contribution / active EE | $625 | $857-27.1% | $1,579-60.5% | $2,631-76.3% |
| Participant deferral / active EE | $1,261 | $1,737-27.4% | $2,835-55.5% | $4,212-70.1% |
| Admin fee / account holder | $208 | $3,014-93.1% | $5,747-96.4% | $7,344-97.2% |