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 | $9,485 | $74,888-87.3% | $71,209-86.7% | $142,382-93.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 27.24% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $680 | $2,854-76.2% | $2,721-75.0% | $4,299-84.2% |
| Participant deferral / active EE | $3,111 | $4,454-30.1% | $4,175-25.5% | $6,507-52.2% |
| Admin fee / account holder | $268 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |