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 | $8,655 | $107,452-91.9% | $91,541-90.5% | $142,382-93.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 20.04% | 22.06%-2.0pp | 20.50%-0.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $919 | $2,994-69.3% | $2,505-63.3% | $4,299-78.6% |
| Participant deferral / active EE | $1,942 | $4,754-59.2% | $4,008-51.6% | $6,507-70.2% |
| Admin fee / account holder | $38 | $8,834-99.6% | $6,956-99.4% | $12,624-99.7% |